Beck Bode LLC’s McDonald's MCD Stock Holding History

Beck Bode LLC’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	-874	Closed	-$223K	–	119
2024 Q2	$223K	Hold	874	–	–	0.04%	102
2024 Q1	$246K	Sell	874 -4	-0.5%	-$1.16K	0.05%	106
2023 Q4	$260K	Buy	878 +4	+0.5%	+$1.09K	0.06%	114
2023 Q3	$230K	Sell	874 -108	-11%	-$30.8K	0.06%	119
2023 Q2	$293K	Buy	982 +103	+12%	+$29.9K	0.07%	121
2023 Q1	$246K	Sell	879 -2,356	-73%	-$631K	0.06%	131
2022 Q4	$853K	Sell	3,235 -6,213	-66%	-$1.64M	0.19%	102
2022 Q3	$2.18M	Buy	9,448 +364	+4%	+$93K	0.47%	64
2022 Q2	$2.24M	Buy	9,084 +270	+3%	+$66.5K	0.48%	56
2022 Q1	$2.18M	Buy	8,814 +7,964	+937%	+$1.98M	0.49%	46
2021 Q4	$228K	Hold	850	–	–	0.06%	82
2021 Q3	$205K	Hold	850	–	–	0.06%	85
2021 Q2	$196K	Buy	+850	New	+$198K	0.05%	77
2020 Q4	–	Sell	-850	Closed	-$187K	–	161
2020 Q3	$187K	Buy	+850	New	+$175K	0.07%	57
2019 Q4	–	Sell	-1,150	Closed	-$247K	–	71
2019 Q3	$247K	Hold	1,150	–	–	0.11%	64
2019 Q2	$239K	Hold	1,150	–	–	0.11%	59
2019 Q1	$218K	Hold	1,150	–	–	0.11%	63
2018 Q4	$204K	Buy	+1,150	New	+$204K	0.11%	66

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Beck Bode LLC's MCD Position: Q3 2024 in Review

Beck Bode LLC sold out of McDonald's (MCD) in Q3 2024, closing a stake of 874 shares — an estimated $223K sold.

Beck Bode LLC first reported a position in MCD in Q4 2018 and held it in 18 quarters. The position peaked at $2.24M in Q2 2022. 3,168 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

Beck Bode LLC reported no remaining McDonald's position as of Q3 2024 after selling out during the quarter.
Beck Bode LLC sold 874 McDonald's shares in Q3 2024, an estimated $223K.
Beck Bode LLC first reported a position in McDonald's in Q4 2018 and held it in 18 quarters.
Beck Bode LLC's McDonald's position peaked at $2.24M in Q2 2022.
3,168 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on Beck Bode LLC's 13F filing for Q3 2024, filed 12 Nov 2024.