B&D White Capital Company’s McDonald's MCD Stock Holding History

B&D White Capital Company’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 Q3	–	Sell	-147,420	Closed	-$37.6M	–	75
2024 Q2	$37.6M	Buy	147,420 +122,635	+495%	+$32.5M	7.85%	4
2024 Q1	$6.99M	Buy	24,785 +23,500	+1,829%	+$6.83M	1.55%	12
2023 Q4	$381K	Sell	1,285 -6,400	-83%	-$1.74M	0.12%	41
2023 Q3	$2.02M	Buy	+7,685	New	+$2.19M	0.76%	20
2022 Q4	–	Sell	-21,300	Closed	-$4.91M	–	108
2022 Q3	$4.91M	Buy	+21,300	New	+$5.44M	1.84%	13
2022 Q1	–	Sell	-1,400	Closed	-$375K	–	71
2021 Q4	$375K	Sell	1,400 -4,116	-75%	-$1.04M	0.12%	43
2021 Q3	$1.33M	Buy	+5,516	New	+$1.32M	0.51%	40
2021 Q2	–	Sell	-31,314	Closed	-$6.46M	–	47
2021 Q1	$6.46M	Sell	31,314 -13,816	-31%	-$2.95M	3.43%	5
2020 Q4	$9.75M	Buy	+45,130	New	+$9.81M	5.55%	4

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

B&D White Capital Company's MCD Position: Q3 2024 in Review

B&D White Capital Company sold out of McDonald's (MCD) in Q3 2024, closing a stake of 147,420 shares — an estimated $37.6M sold.

B&D White Capital Company first reported a position in MCD in Q4 2020 and held it in 9 quarters. The position peaked at $37.6M in Q2 2024. 3,164 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

B&D White Capital Company reported no remaining McDonald's position as of Q3 2024 after selling out during the quarter.
B&D White Capital Company sold 147,420 McDonald's shares in Q3 2024, an estimated $37.6M.
B&D White Capital Company first reported a position in McDonald's in Q4 2020 and held it in 9 quarters.
B&D White Capital Company's McDonald's position peaked at $37.6M in Q2 2024.
3,164 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on B&D White Capital Company's 13F filing for Q3 2024, filed 8 Nov 2024.