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Windward Capital Management’s McDonald's MCD Stock Holding History

Windward Capital 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
Q1 		– Sell
-1,837
Closed -$533K – 77
2024
Q4 		$533K Hold
1,837
– – 0.04% 67
2024
Q3 		$559K Buy
+1,837
New +$506K 0.04% 70
2013
Q3 		– Sell
-3,000
Closed -$297K – 68
2013
Q2 		$297K Buy
+3,000
New +$300K 0.11% 64

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

Windward Capital Management's MCD Position: Q1 2025 in Review

Windward Capital Management sold out of McDonald's (MCD) in Q1 2025, closing a stake of 1,837 shares — an estimated $533K sold.

Windward Capital Management first reported a position in MCD in Q2 2013 and held it in 3 quarters. The position peaked at $559K in Q3 2024. 3,413 funds tracked by Wall St. Rank hold MCD as of Q1 2025.

  • Windward Capital Management reported no remaining McDonald's position as of Q1 2025 after selling out during the quarter.
  • Windward Capital Management sold 1,837 McDonald's shares in Q1 2025, an estimated $533K.
  • Windward Capital Management first reported a position in McDonald's in Q2 2013 and held it in 3 quarters.
  • Windward Capital Management's McDonald's position peaked at $559K in Q3 2024.
  • 3,413 funds tracked by Wall St. Rank held McDonald's as of Q1 2025.

Based on Windward Capital Management's 13F filing for Q1 2025, filed 13 May 2025.