Weiss Asset Management’s McDonald's MCD Stock Holding History

Weiss Asset 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 Q2	–	Sell	-10,384	Closed	-$3.24M	–	484
2025 Q1	$3.24M	Buy	10,384 +3,747	+56%	+$1.12M	0.06%	135
2024 Q4	$1.92M	Sell	6,637 -48,763	-88%	-$14.5M	0.04%	306
2024 Q3	$16.9M	Buy	+55,400	New	+$15.3M	0.37%	65
2024 Q2	–	Sell	-42,000	Closed	-$11.8M	–	371
2024 Q1	$11.8M	Buy	42,000 +40,276	+2,336%	+$11.7M	0.41%	63
2023 Q4	$511K	Buy	+1,724	New	+$469K	0.02%	216
2018 Q1	–	Sell	-46,000	Closed	-$7.92M	–	295
2017 Q4	$7.92M	Buy	+46,000	New	+$7.72M	0.69%	35

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

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 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

Norges Bank Oslo, Norway $935B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Weiss Asset Management's MCD Position: Q2 2025 in Review

Weiss Asset Management sold out of McDonald's (MCD) in Q2 2025, closing a stake of 10,384 shares — an estimated $3.24M sold.

Weiss Asset Management first reported a position in MCD in Q4 2017 and held it in 6 quarters. The position peaked at $16.9M in Q3 2024. 3,416 funds tracked by Wall St. Rank hold MCD as of Q2 2025.

Weiss Asset Management reported no remaining McDonald's position as of Q2 2025 after selling out during the quarter.
Weiss Asset Management sold 10,384 McDonald's shares in Q2 2025, an estimated $3.24M.
Weiss Asset Management first reported a position in McDonald's in Q4 2017 and held it in 6 quarters.
Weiss Asset Management's McDonald's position peaked at $16.9M in Q3 2024.
3,416 funds tracked by Wall St. Rank held McDonald's as of Q2 2025.

Based on Weiss Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.