AlphaCentric Advisors’s McDonald's MCD Stock Holding History

AlphaCentric Advisors’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
2024 Q2	–	Sell	-619	Closed	-$175K	–	244
2024 Q1	$175K	Sell	619 -55	-8%	-$16K	0.11%	142
2023 Q4	$200K	Sell	674 -95	-12%	-$25.9K	0.13%	112
2023 Q3	$203K	Sell	769 -27	-3%	-$7.7K	0.11%	143
2023 Q2	$238K	Buy	+796	New	+$231K	0.13%	130
2020 Q4	–	Sell	-372	Closed	-$82K	–	223
2020 Q3	$82K	Sell	372 -27	-7%	-$5.54K	0.04%	72
2020 Q2	$74K	Buy	+399	New	+$73.2K	0.04%	67

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

AlphaCentric Advisors's MCD Position: Q2 2024 in Review

AlphaCentric Advisors sold out of McDonald's (MCD) in Q2 2024, closing a stake of 619 shares — an estimated $175K sold.

AlphaCentric Advisors first reported a position in MCD in Q2 2020 and held it in 6 quarters. The position peaked at $238K in Q2 2023. 3,078 funds tracked by Wall St. Rank hold MCD as of Q2 2024.

AlphaCentric Advisors reported no remaining McDonald's position as of Q2 2024 after selling out during the quarter.
AlphaCentric Advisors sold 619 McDonald's shares in Q2 2024, an estimated $175K.
AlphaCentric Advisors first reported a position in McDonald's in Q2 2020 and held it in 6 quarters.
AlphaCentric Advisors's McDonald's position peaked at $238K in Q2 2023.
3,078 funds tracked by Wall St. Rank held McDonald's as of Q2 2024.

Based on AlphaCentric Advisors's 13F filing for Q2 2024, filed 25 Jul 2024.