Swan Global Investments’s McDonald's MCD Stock Holding History

Swan Global Investments’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	-879	Closed	-$257K	–	80
2025 Q2	$257K	Buy	+879	New	+$271K	0.01%	63

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

Swan Global Investments's MCD Position: Q3 2025 in Review

Swan Global Investments sold out of McDonald's (MCD) in Q3 2025, closing a stake of 879 shares — an estimated $257K sold.

Swan Global Investments first reported a position in MCD in Q2 2025 and held it in 1 quarter. The position peaked at $257K in Q2 2025. 3,416 funds tracked by Wall St. Rank hold MCD as of Q3 2025.

Swan Global Investments reported no remaining McDonald's position as of Q3 2025 after selling out during the quarter.
Swan Global Investments sold 879 McDonald's shares in Q3 2025, an estimated $257K.
Swan Global Investments first reported a position in McDonald's in Q2 2025 and held it in 1 quarter.
Swan Global Investments's McDonald's position peaked at $257K in Q2 2025.
3,416 funds tracked by Wall St. Rank held McDonald's as of Q3 2025.

Based on Swan Global Investments's 13F filing for Q3 2025, filed 7 Nov 2025.