SSA Swiss Advisors’s McDonald's MCD Stock Holding History

SSA Swiss Advisors’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 Q4	–	Sell	-350	Closed	-$106K	–	109
2025 Q3	$106K	Hold	350	–	–	0.05%	90
2025 Q2	$104K	Sell	350 -210	-38%	-$64.7K	0.05%	85
2025 Q1	$175K	Buy	+560	New	+$167K	0.09%	79

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

Norges Bank Oslo, Norway $935B AUM

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

SSA Swiss Advisors's MCD Position: Q4 2025 in Review

SSA Swiss Advisors sold out of McDonald's (MCD) in Q4 2025, closing a stake of 350 shares — an estimated $106K sold.

SSA Swiss Advisors first reported a position in MCD in Q1 2025 and held it in 3 quarters. The position peaked at $175K in Q1 2025. 3,566 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

SSA Swiss Advisors reported no remaining McDonald's position as of Q4 2025 after selling out during the quarter.
SSA Swiss Advisors sold 350 McDonald's shares in Q4 2025, an estimated $106K.
SSA Swiss Advisors first reported a position in McDonald's in Q1 2025 and held it in 3 quarters.
SSA Swiss Advisors's McDonald's position peaked at $175K in Q1 2025.
3,566 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on SSA Swiss Advisors's 13F filing for Q4 2025, filed 26 Feb 2026.