UBS O'Connor’s McDonald's MCD Stock Holding History

UBS O'Connor’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	-7,500	Closed	-$2.17M	–	410
2024 Q4	$2.17M	Buy	+7,500	New	+$2.24M	0.05%	146
2024 Q2	–	Sell	-7,500	Closed	-$2.11M	–	599
2024 Q1	$2.11M	Buy	+7,500	New	+$2.18M	0.06%	165
2018 Q1	–	Sell	-89,241	Closed	-$15.4M	–	341
2017 Q4	$15.4M	Buy	+89,241	New	+$15M	0.27%	67
2017 Q3	–	Sell	-129,205	Closed	-$19.8M	–	403
2017 Q2	$19.8M	Sell	129,205 -26,826	-17%	-$3.88M	0.32%	79
2017 Q1	$20.2M	Buy	+156,031	New	+$19.6M	0.34%	76
2016 Q4	–	Sell	-311,913	Closed	-$36M	–	438
2016 Q3	$36M	Buy	+311,913	New	+$37M	0.54%	40
2016 Q1	–	Sell	-153,606	Closed	-$18.1M	–	498
2015 Q4	$18.1M	Buy	153,606 +123,911	+417%	+$13.9M	0.31%	71
2015 Q3	$2.93M	Sell	29,695 -23,305	-44%	-$2.27M	0.06%	257
2015 Q2	$5.04M	Sell	53,000 -221,013	-81%	-$21.4M	0.09%	246
2015 Q1	$26.7M	Buy	+274,013	New	+$26M	0.57%	41
2014 Q4	–	Sell	-2,266	Closed	-$215K	–	686
2014 Q3	$215K	Buy	+2,266	New	+$216K	﹤0.01%	405

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

UBS O'Connor's MCD Position: Q1 2025 in Review

UBS O'Connor sold out of McDonald's (MCD) in Q1 2025, closing a stake of 7,500 shares — an estimated $2.17M sold.

UBS O'Connor first reported a position in MCD in Q3 2014 and held it in 11 quarters. The position peaked at $36M in Q3 2016. 3,413 funds tracked by Wall St. Rank hold MCD as of Q1 2025.

UBS O'Connor reported no remaining McDonald's position as of Q1 2025 after selling out during the quarter.
UBS O'Connor sold 7,500 McDonald's shares in Q1 2025, an estimated $2.17M.
UBS O'Connor first reported a position in McDonald's in Q3 2014 and held it in 11 quarters.
UBS O'Connor's McDonald's position peaked at $36M in Q3 2016.
3,413 funds tracked by Wall St. Rank held McDonald's as of Q1 2025.

Based on UBS O'Connor's 13F filing for Q1 2025, filed 15 May 2025.