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W.R. Berkley Corp’s McDonald's MCD Stock Holding History

W.R. Berkley Corp’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
-49,800
Closed -$14.4M – 177
2024
Q4 		$14.4M Sell
49,800
-49,600
-50% -$14.8M 0.57% 38
2024
Q3 		$30.3M Sell
99,400
-124,900
-56% -$34.4M 1.72% 17
2024
Q2 		$57.2M Buy
+224,300
New +$59.5M 2.41% 15
2024
Q1 		– Sell
-34,700
Closed -$10.3M – 165
2023
Q4 		$10.3M Buy
+34,700
New +$9.44M 0.74% 22

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

W.R. Berkley Corp's MCD Position: Q1 2025 in Review

W.R. Berkley Corp sold out of McDonald's (MCD) in Q1 2025, closing a stake of 49,800 shares — an estimated $14.4M sold.

W.R. Berkley Corp first reported a position in MCD in Q4 2023 and held it in 4 quarters. The position peaked at $57.2M in Q2 2024. 3,414 funds tracked by Wall St. Rank hold MCD as of Q1 2025.

  • W.R. Berkley Corp reported no remaining McDonald's position as of Q1 2025 after selling out during the quarter.
  • W.R. Berkley Corp sold 49,800 McDonald's shares in Q1 2025, an estimated $14.4M.
  • W.R. Berkley Corp first reported a position in McDonald's in Q4 2023 and held it in 4 quarters.
  • W.R. Berkley Corp's McDonald's position peaked at $57.2M in Q2 2024.
  • 3,414 funds tracked by Wall St. Rank held McDonald's as of Q1 2025.

Based on W.R. Berkley Corp's 13F filing for Q1 2025, filed 15 May 2025.