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Benson Investment Management Company’s McDonald's MCD Stock Holding History

Benson Investment Management 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
Q2 		– Sell
-15,774
Closed -$4.45M – 52
2024
Q1 		$4.45M Buy
15,774
+205
+1% +$59.6K 1.89% 34
2023
Q4 		$4.62M Buy
+15,569
New +$4.24M 2.36% 16
2021
Q3 		– Sell
-17,798
Closed -$4.11M – 67
2021
Q2 		$4.11M Buy
17,798
+240
+1% +$55.9K 2.09% 19
2021
Q1 		$3.94M Sell
17,558
-482
-3% -$103K 2.3% 23
2020
Q4 		$3.87M Buy
18,040
+930
+5% +$202K 2.36% 24
2020
Q3 		$3.75M Sell
17,110
-85
-0.5% -$17.5K 2.41% 22
2020
Q2 		$3.17M Buy
17,195
+105
+0.6% +$19.3K 2.19% 29
2020
Q1 		$2.83M Buy
17,090
+40
+0.2% +$7.88K 2.27% 29
2019
Q4 		$3.37M Buy
17,050
+250
+1% +$49.6K 2.17% 32
2019
Q3 		$3.61M Sell
16,800
-595
-3% -$128K 2.59% 15
2019
Q2 		$3.61M Sell
17,395
-365
-2% -$72.3K 2.72% 14
2019
Q1 		$3.37M Buy
17,760
+150
+0.9% +$27.2K 2.61% 14
2018
Q4 		$3.13M Sell
17,610
-835
-5% -$148K 2.65% 11
2018
Q3 		$3.09M Buy
18,445
+560
+3% +$89.7K 2.32% 20
2018
Q2 		$2.8M Buy
+17,885
New +$2.9M 2.2% 22

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

Benson Investment Management Company's MCD Position: Q2 2024 in Review

Benson Investment Management Company sold out of McDonald's (MCD) in Q2 2024, closing a stake of 15,774 shares — an estimated $4.45M sold.

Benson Investment Management Company first reported a position in MCD in Q2 2018 and held it in 15 quarters. The position peaked at $4.62M in Q4 2023. 3,079 funds tracked by Wall St. Rank hold MCD as of Q2 2024.

  • Benson Investment Management Company reported no remaining McDonald's position as of Q2 2024 after selling out during the quarter.
  • Benson Investment Management Company sold 15,774 McDonald's shares in Q2 2024, an estimated $4.45M.
  • Benson Investment Management Company first reported a position in McDonald's in Q2 2018 and held it in 15 quarters.
  • Benson Investment Management Company's McDonald's position peaked at $4.62M in Q4 2023.
  • 3,079 funds tracked by Wall St. Rank held McDonald's as of Q2 2024.

Based on Benson Investment Management Company's 13F filing for Q2 2024, filed 18 Jul 2024.