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Axiom Investors’s McDonald's MCD Stock Holding History

Axiom 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
-669
Closed -$189K – 138
2024
Q1 		$189K Sell
669
-560
-46% -$163K ﹤0.01% 136
2023
Q4 		$364K Sell
1,229
-1,911
-61% -$520K ﹤0.01% 131
2023
Q3 		$827K Buy
3,140
+922
+42% +$263K 0.01% 119
2023
Q2 		$662K Buy
+2,218
New +$644K 0.01% 123
2018
Q3 		– Sell
-110,691
Closed -$17.3M – 145
2018
Q2 		$17.3M Sell
110,691
-136,190
-55% -$22.1M 0.52% 49
2018
Q1 		$38.6M Sell
246,881
-53,140
-18% -$8.74M 0.95% 34
2017
Q4 		$51.6M Sell
300,021
-8,294
-3% -$1.39M 1.29% 26
2017
Q3 		$48.3M Buy
308,315
+156,505
+103% +$24.5M 1.08% 29
2017
Q2 		$23.3M Buy
+151,810
New +$21.9M 0.56% 54
2016
Q2 		– Sell
-637,865
Closed -$80.2M – 148
2016
Q1 		$80.2M Buy
637,865
+41,467
+7% +$4.96M 2.49% 8
2015
Q4 		$70.5M Sell
596,398
-111,312
-16% -$12.4M 2.28% 13
2015
Q3 		$69.7M Sell
707,710
-51,085
-7% -$4.98M 2.2% 11
2015
Q2 		$72.1M Buy
758,795
+35,477
+5% +$3.43M 2.07% 15
2015
Q1 		$70.5M Buy
+723,318
New +$68.6M 1.91% 18

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Axiom Investors's MCD Position: Q2 2024 in Review

Axiom Investors sold out of McDonald's (MCD) in Q2 2024, closing a stake of 669 shares — an estimated $189K sold.

Axiom Investors first reported a position in MCD in Q1 2015 and held it in 14 quarters. The position peaked at $80.2M in Q1 2016. 3,078 funds tracked by Wall St. Rank hold MCD as of Q2 2024.

  • Axiom Investors reported no remaining McDonald's position as of Q2 2024 after selling out during the quarter.
  • Axiom Investors sold 669 McDonald's shares in Q2 2024, an estimated $189K.
  • Axiom Investors first reported a position in McDonald's in Q1 2015 and held it in 14 quarters.
  • Axiom Investors's McDonald's position peaked at $80.2M in Q1 2016.
  • 3,078 funds tracked by Wall St. Rank held McDonald's as of Q2 2024.

Based on Axiom Investors's 13F filing for Q2 2024, filed 13 Aug 2024.