Aspire Private Capital’s McDonald's MCD Stock Holding History

Aspire Private 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
2024 Q4	–	Sell	-117	Closed	-$35.6K	–	446
2024 Q3	$35.6K	Buy	117 +7	+6%	+$1.93K	0.01%	257
2024 Q2	$28K	Hold	110	–	–	0.01%	283
2024 Q1	$31K	Hold	110	–	–	0.01%	275
2023 Q4	$32.6K	Buy	110 +15	+16%	+$4.08K	0.01%	258
2023 Q3	$25K	Hold	95	–	–	0.01%	287
2023 Q2	$28.3K	Hold	95	–	–	0.01%	262
2023 Q1	$26.6K	Sell	95 -3	-3%	-$804	0.01%	259
2022 Q4	$25.8K	Hold	98	–	–	0.01%	258
2022 Q3	$23K	Hold	98	–	–	0.01%	266
2022 Q2	$24K	Hold	98	–	–	0.01%	263
2022 Q1	$24K	Sell	98 -13	-12%	-$3.24K	0.01%	269
2021 Q4	$30K	Buy	111 +13	+13%	+$3.28K	0.01%	254
2021 Q3	$24K	Hold	98	–	–	0.01%	253
2021 Q2	$23K	Hold	98	–	–	0.01%	261
2021 Q1	$22K	Buy	98 +3	+3%	+$642	0.01%	267
2020 Q4	$20K	Hold	95	–	–	0.01%	243
2020 Q3	$21K	Buy	95 +81	+579%	+$16.6K	0.01%	242
2020 Q2	$3K	Hold	14	–	–	﹤0.01%	255
2020 Q1	$2K	Sell	14 -81	-85%	-$16K	﹤0.01%	193
2019 Q4	$19K	Hold	95	–	–	0.01%	235
2019 Q3	$20K	Hold	95	–	–	0.01%	223
2019 Q2	$20K	Sell	95 -72	-43%	-$14.3K	0.01%	230
2019 Q1	$32K	Sell	167 -12	-7%	-$2.18K	0.02%	253
2018 Q4	$32K	Buy	+179	New	+$31.7K	0.02%	238

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Aspire Private Capital's MCD Position: Q4 2024 in Review

Aspire Private Capital sold out of McDonald's (MCD) in Q4 2024, closing a stake of 117 shares — an estimated $35.6K sold.

Aspire Private Capital first reported a position in MCD in Q4 2018 and held it in 24 quarters. The position peaked at $35.6K in Q3 2024. 3,385 funds tracked by Wall St. Rank hold MCD as of Q4 2024.

Aspire Private Capital reported no remaining McDonald's position as of Q4 2024 after selling out during the quarter.
Aspire Private Capital sold 117 McDonald's shares in Q4 2024, an estimated $35.6K.
Aspire Private Capital first reported a position in McDonald's in Q4 2018 and held it in 24 quarters.
Aspire Private Capital's McDonald's position peaked at $35.6K in Q3 2024.
3,385 funds tracked by Wall St. Rank held McDonald's as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.