Stance Capital’s McDonald's MCD Stock Holding History

Stance Capital’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	-10,843	Closed	-$3.3M	–	226
2025 Q3	$3.3M	Buy	10,843 +2,497	+30%	+$760K	1.21%	21
2025 Q2	$2.44M	Buy	+8,346	New	+$2.57M	0.92%	21

Other funds holding MCD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JSC

J. Stern & Co London, United Kingdom $1.06B AUM 11.76% 1-Year Est. Return

Stance Capital's MCD Position: Q4 2025 in Review

Stance Capital sold out of McDonald's (MCD) in Q4 2025, closing a stake of 10,843 shares — an estimated $3.3M sold.

Stance Capital first reported a position in MCD in Q2 2025 and held it in 2 quarters. The position peaked at $3.3M in Q3 2025. 3,578 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

Stance Capital reported no remaining McDonald's position as of Q4 2025 after selling out during the quarter.
Stance Capital sold 10,843 McDonald's shares in Q4 2025, an estimated $3.3M.
Stance Capital first reported a position in McDonald's in Q2 2025 and held it in 2 quarters.
Stance Capital's McDonald's position peaked at $3.3M in Q3 2025.
3,578 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on Stance Capital's 13F filing for Q4 2025, filed 17 Mar 2026.