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Unigestion Holding’s McDonald's MCD Stock Holding History

Unigestion Holding’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 		$11.4M Sell
36,390
-58,852
-62% -$17.6M 0.67% 48
2024
Q4 		$27.6M Sell
95,242
-31,129
-25% -$9.28M 1.59% 22
2024
Q3 		$38.5M Sell
126,371
-20,341
-14% -$5.61M 1.86% 15
2024
Q2 		$43.5M Sell
146,712
-46,575
-24% -$12.4M 2.39% 10
2024
Q1 		$54.5M Buy
193,287
+46,575
+32% +$13.5M 2.66% 5
2023
Q4 		$43.5M Buy
146,712
+142,768
+3,620% +$38.9M 2.39% 10
2023
Q3 		$1.05M Buy
3,944
+727
+23% +$207K 0.06% 115
2023
Q2 		$947K Sell
3,217
-643
-17% -$187K 0.05% 128
2023
Q1 		$1.07M Sell
3,860
-5,038
-57% -$1.35M 0.06% 141
2022
Q4 		$2.37M Sell
8,898
-430
-5% -$113K 0.13% 102
2022
Q3 		$2.19M Hold
9,328
– – 0.13% 100
2022
Q2 		$2.3M Buy
+9,328
New +$2.3M 0.13% 91
2021
Q1 		– Sell
-4,952
Closed -$1.06M – 249
2020
Q4 		$1.06M Hold
4,952
– – 0.04% 132
2020
Q3 		$1.09M Sell
4,952
-3,230
-39% -$663K 0.04% 119
2020
Q2 		$1.51M Sell
8,182
-52,722
-87% -$9.67M 0.05% 114
2020
Q1 		$10.1M Buy
+60,904
New +$12M 0.38% 57
2019
Q3 		$14.9M Buy
69,539
+30,361
+77% +$6.51M 0.41% 64
2019
Q2 		$8.13M Buy
39,178
+4,882
+14% +$967K 0.22% 88
2019
Q1 		$6.51M Buy
34,296
+20,037
+141% +$3.64M 0.17% 102
2018
Q4 		$2.53M Buy
+14,259
New +$2.53M 0.06% 164

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Unigestion Holding's MCD Position: Q1 2025 in Review

Unigestion Holding reduced its McDonald's (MCD) stake by 62% in Q1 2025, selling an estimated $17.6M and leaving 36,390 shares worth $11.4M. The position accounts for 0.67% of the portfolio, ranked #48.

Unigestion Holding first reported a position in MCD in Q4 2018 and has held it in 20 quarters since. The position peaked at $54.5M in Q1 2024. 3,414 funds tracked by Wall St. Rank hold MCD as of Q1 2025.

  • Unigestion Holding held 36,390 shares of McDonald's worth $11.4M as of Q1 2025.
  • Unigestion Holding sold 58,852 McDonald's shares in Q1 2025, an estimated $17.6M.
  • McDonald's made up 0.67% of Unigestion Holding's portfolio in Q1 2025, its #48 holding.
  • Unigestion Holding first reported a position in McDonald's in Q4 2018 and has held it in 20 quarters since.
  • Unigestion Holding's McDonald's position peaked at $54.5M in Q1 2024.
  • 3,414 funds tracked by Wall St. Rank held McDonald's as of Q1 2025.

Based on Unigestion Holding's 13F filing for Q1 2025, filed 10 Apr 2025.