Sierra Ocean’s McDonald's MCD Stock Holding History

Sierra Ocean’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-333	Closed	-$97.4K	–	572
2025 Q2	$97.4K	Sell	333 -17	-5%	-$5.24K	0.07%	108
2025 Q1	$109K	Buy	350 +50	+17%	+$15K	0.09%	94
2024 Q4	$87.2K	Buy	+300	New	+$89.5K	0.07%	106

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sierra Ocean's MCD Position: Q3 2025 in Review

Sierra Ocean sold out of McDonald's (MCD) in Q3 2025, closing a stake of 333 shares — an estimated $97.4K sold.

Sierra Ocean first reported a position in MCD in Q4 2024 and held it in 3 quarters. The position peaked at $109K in Q1 2025. 3,415 funds tracked by Wall St. Rank hold MCD as of Q3 2025.

Sierra Ocean reported no remaining McDonald's position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 333 McDonald's shares in Q3 2025, an estimated $97.4K.
Sierra Ocean first reported a position in McDonald's in Q4 2024 and held it in 3 quarters.
Sierra Ocean's McDonald's position peaked at $109K in Q1 2025.
3,415 funds tracked by Wall St. Rank held McDonald's as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.