Alpine Woods Capital Investors’s McDonald's MCD Stock Holding History

Alpine Woods Capital Investors’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	-4,300	Closed	-$1.17M	–	182
2024 Q1	$1.17M	Buy	+4,300	New	+$1.25M	0.23%	109
2016 Q2	–	Sell	-80,500	Closed	-$10.1M	–	439
2016 Q1	$10.1M	Sell	80,500 -2,300	-3%	-$275K	0.59%	59
2015 Q4	$9.78M	Sell	82,800 -2,200	-3%	-$246K	0.53%	63
2015 Q3	$8.38M	Hold	85,000	–	–	0.46%	71
2015 Q2	$8.08M	Hold	85,000	–	–	0.41%	80
2015 Q1	$8.28M	Buy	85,000 +700	+0.8%	+$66.4K	0.42%	80
2014 Q4	$7.9M	Buy	+84,300	New	+$7.89M	0.41%	80

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

Alpine Woods Capital Investors's MCD Position: Q2 2024 in Review

Alpine Woods Capital Investors sold out of McDonald's (MCD) in Q2 2024, closing a stake of 4,300 shares — an estimated $1.17M sold.

Alpine Woods Capital Investors first reported a position in MCD in Q4 2014 and held it in 7 quarters. The position peaked at $10.1M in Q1 2016. 3,079 funds tracked by Wall St. Rank hold MCD as of Q2 2024.

Alpine Woods Capital Investors reported no remaining McDonald's position as of Q2 2024 after selling out during the quarter.
Alpine Woods Capital Investors sold 4,300 McDonald's shares in Q2 2024, an estimated $1.17M.
Alpine Woods Capital Investors first reported a position in McDonald's in Q4 2014 and held it in 7 quarters.
Alpine Woods Capital Investors's McDonald's position peaked at $10.1M in Q1 2016.
3,079 funds tracked by Wall St. Rank held McDonald's as of Q2 2024.

Based on Alpine Woods Capital Investors's 13F filing for Q2 2024, filed 6 Aug 2024.