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Vertex Planning Partners’s McDonald's MCD Stock Holding History

Vertex Planning Partners’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 		– Sell
-2,534
Closed -$770K – 176
2025
Q3 		$770K Sell
2,534
-40
-2% -$12.2K 0.15% 87
2025
Q2 		$752K Buy
2,574
+32
+1% +$9.87K 0.16% 78
2025
Q1 		$794K Sell
2,542
-112
-4% -$33.5K 0.17% 74
2024
Q4 		$769K Buy
2,654
+218
+9% +$65K 0.17% 75
2024
Q3 		$742K Sell
2,436
-136
-5% -$37.5K 0.18% 65
2024
Q2 		$655K Sell
2,572
-39
-1% -$10.3K 0.17% 65
2024
Q1 		$736K Sell
2,611
-362
-12% -$105K 0.2% 58
2023
Q4 		$881K Buy
2,973
+325
+12% +$88.5K 0.26% 47
2023
Q3 		$698K Sell
2,648
-81
-3% -$23.1K 0.24% 51
2023
Q2 		$814K Buy
2,729
+903
+49% +$262K 0.28% 51
2023
Q1 		$511K Sell
1,826
-1,016
-36% -$272K 0.19% 62
2022
Q4 		$749K Buy
+2,842
New +$750K 0.29% 48

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JSC
J. Stern & Co London, United Kingdom $1.06B AUM 11.76% 1-Year Est. Return

Vertex Planning Partners's MCD Position: Q4 2025 in Review

Vertex Planning Partners sold out of McDonald's (MCD) in Q4 2025, closing a stake of 2,534 shares — an estimated $770K sold.

Vertex Planning Partners first reported a position in MCD in Q4 2022 and held it in 12 quarters. The position peaked at $881K in Q4 2023. 3,578 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

  • Vertex Planning Partners reported no remaining McDonald's position as of Q4 2025 after selling out during the quarter.
  • Vertex Planning Partners sold 2,534 McDonald's shares in Q4 2025, an estimated $770K.
  • Vertex Planning Partners first reported a position in McDonald's in Q4 2022 and held it in 12 quarters.
  • Vertex Planning Partners's McDonald's position peaked at $881K in Q4 2023.
  • 3,578 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on Vertex Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.