Suvretta Capital Management’s McDonald's MCD Stock Holding History

Suvretta Capital Management’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 Q1	–	Sell	-103,638	Closed	-$30M	–	108
2024 Q4	$30M	Hold	103,638	–	–	1.02%	34
2024 Q3	$31.6M	Sell	103,638 -6,796	-6%	-$1.87M	1.01%	37
2024 Q2	$28.1M	Buy	+110,434	New	+$29.3M	1.03%	32
2021 Q2	–	Sell	-954,568	Closed	-$214M	–	128
2021 Q1	$214M	Buy	+954,568	New	+$204M	3.16%	6
2019 Q2	–	Sell	-300,700	Closed	-$57.1M	–	55
2019 Q1	$57.1M	Buy	+300,700	New	+$54.6M	1.65%	24
2017 Q2	–	Sell	-435,960	Closed	-$56.5M	–	30
2017 Q1	$56.5M	Buy	+435,960	New	+$54.7M	1.76%	22
2016 Q3	–	Sell	-412,000	Closed	-$49.6M	–	38
2016 Q2	$49.6M	Buy	+412,000	New	+$51.6M	1.89%	17
2016 Q1	–	Sell	-825,900	Closed	-$97.6M	–	28
2015 Q4	$97.6M	Buy	+825,900	New	+$92.3M	4.8%	8
2015 Q2	–	Sell	-623,000	Closed	-$60.7M	–	37
2015 Q1	$60.7M	Buy	+623,000	New	+$59.1M	3.62%	14

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

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Suvretta Capital Management's MCD Position: Q1 2025 in Review

Suvretta Capital Management sold out of McDonald's (MCD) in Q1 2025, closing a stake of 103,638 shares — an estimated $30M sold.

Suvretta Capital Management first reported a position in MCD in Q1 2015 and held it in 9 quarters. The position peaked at $214M in Q1 2021. 3,413 funds tracked by Wall St. Rank hold MCD as of Q1 2025.

Suvretta Capital Management reported no remaining McDonald's position as of Q1 2025 after selling out during the quarter.
Suvretta Capital Management sold 103,638 McDonald's shares in Q1 2025, an estimated $30M.
Suvretta Capital Management first reported a position in McDonald's in Q1 2015 and held it in 9 quarters.
Suvretta Capital Management's McDonald's position peaked at $214M in Q1 2021.
3,413 funds tracked by Wall St. Rank held McDonald's as of Q1 2025.

Based on Suvretta Capital Management's 13F filing for Q1 2025, filed 15 May 2025.