VanderPol Investments’s McDonald's MCD Stock Holding History

VanderPol 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 Q4	$212K	Sell	694 -36	-5%	-$11K	0.37%	54
2025 Q3	$223K	Sell	730 -66	-8%	-$20.1K	0.39%	54
2025 Q2	$233K	Sell	796 -37	-4%	-$11.4K	0.49%	47
2025 Q1	$260K	Hold	833	–	–	0.55%	42
2024 Q4	$241K	Buy	833 +62	+8%	+$18.5K	0.53%	42
2024 Q3	$235K	Buy	+771	New	+$213K	0.52%	40

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

Norges Bank Oslo, Norway $935B AUM

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

VanderPol Investments's MCD Position: Q4 2025 in Review

VanderPol Investments reduced its McDonald's (MCD) stake by 4.9% in Q4 2025, selling an estimated $11K and leaving 694 shares worth $212K. The position accounts for 0.37% of the portfolio, ranked #54.

VanderPol Investments first reported a position in MCD in Q3 2024 and has held it in 6 quarters since. The position peaked at $260K in Q1 2025. 3,566 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

VanderPol Investments held 694 shares of McDonald's worth $212K as of Q4 2025.
VanderPol Investments sold 36 McDonald's shares in Q4 2025, an estimated $11K.
McDonald's made up 0.37% of VanderPol Investments's portfolio in Q4 2025, its #54 holding.
VanderPol Investments first reported a position in McDonald's in Q3 2024 and has held it in 6 quarters since.
VanderPol Investments's McDonald's position peaked at $260K in Q1 2025.
3,566 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on VanderPol Investments's 13F filing for Q4 2025, filed 4 Feb 2026.