West Oak Capital’s McDonald's MCD Stock Holding History

West Oak Capital’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 Q3	$2.91K	Hold	959	–	–	0.12%	99
2025 Q2	$2.8K	Hold	959	–	–	0.11%	107
2025 Q1	$3K	Hold	959	–	–	0.12%	100
2024 Q4	$2.78M	Hold	959	–	–	0.1%	101
2024 Q3	$2.92K	Hold	959	–	–	0.05%	101
2024 Q2	$244K	Sell	959 -225	-19%	-$59.7K	0.1%	109
2024 Q1	$334K	Hold	1,184	–	–	0.14%	93
2023 Q4	$347K	Hold	1,184	–	–	0.16%	92
2023 Q3	$312K	Hold	1,184	–	–	0.15%	96
2023 Q2	$353K	Sell	1,184 -50	-4%	-$14.5K	0.17%	93
2023 Q1	$345K	Hold	1,234	–	–	0.17%	92
2022 Q4	$325K	Hold	1,234	–	–	0.17%	94
2022 Q3	$285K	Sell	1,234 -216	-15%	-$55.2K	0.15%	100
2022 Q2	$358K	Hold	1,450	–	–	0.19%	94
2022 Q1	$359K	Sell	1,450 -50	-3%	-$12.5K	0.16%	104
2021 Q4	$402K	Hold	1,500	–	–	0.15%	99
2021 Q3	$362K	Hold	1,500	–	–	0.14%	100
2021 Q2	$346K	Hold	1,500	–	–	0.14%	103
2021 Q1	$336K	Buy	1,500 +50	+3%	+$10.7K	0.14%	98
2020 Q4	$311K	Sell	1,450 -100	-6%	-$21.7K	0.14%	101
2020 Q3	$340K	Hold	1,550	–	–	0.19%	84
2020 Q2	$286K	Hold	1,550	–	–	0.16%	91
2020 Q1	$256K	Hold	1,550	–	–	0.18%	88
2019 Q4	$306K	Sell	1,550 -75	-5%	-$14.9K	0.17%	95
2019 Q3	$349K	Hold	1,625	–	–	0.21%	83
2019 Q2	$337K	Sell	1,625 -25	-2%	-$4.95K	0.2%	87
2019 Q1	$313K	Hold	1,650	–	–	0.2%	93
2018 Q4	$293K	Hold	1,650	–	–	0.21%	93
2018 Q3	$276K	Sell	1,650 -450	-21%	-$72.1K	0.16%	100
2018 Q2	$329K	Buy	2,100 +550	+35%	+$89.2K	0.2%	94
2018 Q1	$242K	Hold	1,550	–	–	0.14%	107
2017 Q4	$267K	Hold	1,550	–	–	0.16%	101
2017 Q3	$243K	Hold	1,550	–	–	0.14%	113
2017 Q2	$237K	Sell	1,550 -100	-6%	-$14.5K	0.14%	112
2017 Q1	$214K	Sell	1,650 -4,000	-71%	-$502K	0.13%	116
2016 Q4	$688K	Hold	5,650	–	–	0.46%	66
2016 Q3	$652K	Buy	5,650 +450	+9%	+$53.3K	0.45%	68
2016 Q2	$626K	Hold	5,200	–	–	0.45%	66
2016 Q1	$654K	Hold	5,200	–	–	0.5%	65
2015 Q4	$614K	Hold	5,200	–	–	0.48%	64
2015 Q3	$512K	Sell	5,200 -50	-1%	-$4.87K	0.41%	68
2015 Q2	$499K	Sell	5,250 -1,775	-25%	-$172K	0.37%	74
2015 Q1	$685K	Sell	7,025 -8,440	-55%	-$801K	0.5%	65
2014 Q4	$1.45M	Sell	15,465 -120	-0.8%	-$11.2K	1.05%	36
2014 Q3	$1.48M	Sell	15,585 -270	-2%	-$25.8K	1.11%	34
2014 Q2	$1.6M	Sell	15,855 -315	-2%	-$31.8K	1.16%	31
2014 Q1	$1.59M	Sell	16,170 -2,752	-15%	-$263K	1.16%	29
2013 Q4	$1.84M	Sell	18,922 -475	-2%	-$45.6K	1.35%	13
2013 Q3	$1.87M	Buy	19,397 +520	+3%	+$50.8K	1.46%	5
2013 Q2	$1.87M	Buy	+18,877	New	+$1.89M	1.56%	6

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

West Oak Capital's MCD Position: Q3 2025 in Review

West Oak Capital held its McDonald's (MCD) position steady in Q3 2025 at 959 shares worth $2.91K. The position accounts for 0.12% of the portfolio, ranked #99.

West Oak Capital first reported a position in MCD in Q2 2013 and has held it in 50 quarters since. The position peaked at $2.78M in Q4 2024. 3,416 funds tracked by Wall St. Rank hold MCD as of Q3 2025.

West Oak Capital held 959 shares of McDonald's worth $2.91K as of Q3 2025.
West Oak Capital left its McDonald's share count unchanged in Q3 2025.
McDonald's made up 0.12% of West Oak Capital's portfolio in Q3 2025, its #99 holding.
West Oak Capital first reported a position in McDonald's in Q2 2013 and has held it in 50 quarters since.
West Oak Capital's McDonald's position peaked at $2.78M in Q4 2024.
3,416 funds tracked by Wall St. Rank held McDonald's as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.