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Stonegate Investment Group’s McDonald's MCD Stock Holding History

Stonegate Investment Group’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 		$12.2M Buy
40,291
+650
+2% +$198K 0.28% 49
2025
Q2 		$11.6M Buy
39,641
+579
+1% +$179K 0.29% 47
2025
Q1 		$12.2M Buy
39,062
+320
+0.8% +$95.7K 0.33% 46
2024
Q4 		$11.2M Buy
38,742
+587
+2% +$175K 0.3% 48
2024
Q3 		$11.6M Buy
38,155
+637
+2% +$176K 0.31% 47
2024
Q2 		$9.56M Sell
37,518
-731
-2% -$194K 0.28% 48
2024
Q1 		$10.8M Sell
38,249
-12
-0% -$3.49K 0.34% 46
2023
Q4 		$11.3M Sell
38,261
-907
-2% -$247K 0.38% 43
2023
Q3 		$10.3M Sell
39,168
-79
-0.2% -$22.5K 0.37% 39
2023
Q2 		$11.7M Sell
39,247
-93
-0.2% -$27K 0.42% 41
2023
Q1 		$11M Sell
39,340
-4,726
-11% -$1.27M 0.41% 40
2022
Q4 		$11.6M Sell
44,066
-976
-2% -$257K 0.5% 37
2022
Q3 		$10.4M Buy
45,042
+2
+0% +$511 0.48% 40
2022
Q2 		$11.1M Buy
45,040
+3,493
+8% +$860K 0.49% 42
2022
Q1 		$10.3M Sell
41,547
-328
-0.8% -$81.7K 0.34% 44
2021
Q4 		$11.2M Buy
+41,875
New +$10.6M 0.47% 43

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stonegate Investment Group's MCD Position: Q3 2025 in Review

Stonegate Investment Group increased its McDonald's (MCD) stake by 1.6% in Q3 2025, buying an estimated $198K and bringing the position to 40,291 shares worth $12.2M. The position accounts for 0.28% of the portfolio, ranked #49.

Stonegate Investment Group first reported a position in MCD in Q4 2021 and has held it in 16 quarters since. 3,415 funds tracked by Wall St. Rank hold MCD as of Q3 2025.

  • Stonegate Investment Group held 40,291 shares of McDonald's worth $12.2M as of Q3 2025.
  • Stonegate Investment Group bought 650 McDonald's shares in Q3 2025, an estimated $198K.
  • McDonald's made up 0.28% of Stonegate Investment Group's portfolio in Q3 2025, its #49 holding.
  • Stonegate Investment Group first reported a position in McDonald's in Q4 2021 and has held it in 16 quarters since.
  • 3,415 funds tracked by Wall St. Rank held McDonald's as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.