Waverton Investment Management’s McDonald's MCD Stock Holding History

Waverton Investment Management’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	-701	Closed	-$213K	–	60
2025 Q3	$213K	Hold	701	–	–	﹤0.01%	100
2025 Q2	$205K	Hold	701	–	–	﹤0.01%	105
2025 Q1	$219K	Hold	701	–	–	﹤0.01%	100
2024 Q4	$203K	Buy	+701	New	+$209K	﹤0.01%	99
2017 Q2	–	Sell	-30,800	Closed	-$3.99M	–	91
2017 Q1	$3.99M	Hold	30,800	–	–	0.25%	44
2016 Q4	$3.75M	Hold	30,800	–	–	0.25%	57
2016 Q3	$3.55M	Hold	30,800	–	–	0.24%	57
2016 Q2	$3.71M	Hold	30,800	–	–	0.28%	51
2016 Q1	$3.87M	Hold	30,800	–	–	0.3%	53
2015 Q4	$3.64M	Hold	30,800	–	–	0.27%	57
2015 Q3	$3.04M	Hold	30,800	–	–	0.24%	58
2015 Q2	$2.93M	Sell	30,800 -100	-0.3%	-$9.67K	0.22%	62
2015 Q1	$3.01M	Buy	30,900 +100	+0.3%	+$9.49K	0.22%	57
2014 Q4	$2.89M	Sell	30,800 -8,810	-22%	-$825K	0.2%	58
2014 Q3	$3.75M	Hold	39,610	–	–	0.26%	53
2014 Q2	$3.99M	Hold	39,610	–	–	0.26%	55
2014 Q1	$3.88M	Sell	39,610 -400	-1%	-$38.2K	0.18%	94
2013 Q4	$3.88M	Sell	40,010 -48,005	-55%	-$4.61M	0.2%	89
2013 Q3	$8.47M	Sell	88,015 -850	-1%	-$83K	0.5%	40
2013 Q2	$8.8M	Buy	+88,865	New	+$8.9M	0.77%	31

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JSC

J. Stern & Co London, United Kingdom $1.06B AUM 11.76% 1-Year Est. Return

Waverton Investment Management's MCD Position: Q4 2025 in Review

Waverton Investment Management sold out of McDonald's (MCD) in Q4 2025, closing a stake of 701 shares — an estimated $213K sold.

Waverton Investment Management first reported a position in MCD in Q2 2013 and held it in 20 quarters. The position peaked at $8.8M in Q2 2013. 3,578 funds tracked by Wall St. Rank hold MCD as of Q4 2025.

Waverton Investment Management reported no remaining McDonald's position as of Q4 2025 after selling out during the quarter.
Waverton Investment Management sold 701 McDonald's shares in Q4 2025, an estimated $213K.
Waverton Investment Management first reported a position in McDonald's in Q2 2013 and held it in 20 quarters.
Waverton Investment Management's McDonald's position peaked at $8.8M in Q2 2013.
3,578 funds tracked by Wall St. Rank held McDonald's as of Q4 2025.

Based on Waverton Investment Management's 13F filing for Q4 2025.