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

Ascendant 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
2023
Q1 		$559K Buy
2,000
+500
+33% +$134K 0.74% 50
2022
Q4 		$395K Sell
1,500
-200
-12% -$52.8K 1.18% 33
2022
Q3 		$392K Buy
+1,700
New +$435K 1.64% 24

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Ascendant Capital Management's MCD Position: Q1 2023 in Review

Ascendant Capital Management increased its McDonald's (MCD) stake by 33% in Q1 2023, buying an estimated $134K and bringing the position to 2,000 shares worth $559K. The position accounts for 0.74% of the portfolio, ranked #50.

Ascendant Capital Management first reported a position in MCD in Q3 2022 and has held it in 3 quarters since. 2,944 funds tracked by Wall St. Rank hold MCD as of Q1 2023.

  • Ascendant Capital Management held 2,000 shares of McDonald's worth $559K as of Q1 2023.
  • Ascendant Capital Management bought 500 McDonald's shares in Q1 2023, an estimated $134K.
  • McDonald's made up 0.74% of Ascendant Capital Management's portfolio in Q1 2023, its #50 holding.
  • Ascendant Capital Management first reported a position in McDonald's in Q3 2022 and has held it in 3 quarters since.
  • 2,944 funds tracked by Wall St. Rank held McDonald's as of Q1 2023.

Based on Ascendant Capital Management's 13F filing for Q1 2023, filed 15 May 2023.