Bison Wealth’s McDonald's MCD Stock Holding History

Bison Wealth’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	$600K	Sell	2,069 -2,894	-58%	-$863K	0.13%	131
2024 Q3	$1.51M	Sell	4,963 -751	-13%	-$207K	0.24%	102
2024 Q2	$1.61M	Hold	5,714	–	–	0.26%	93
2024 Q1	$1.61M	Sell	5,714 -145	-2%	-$42.2K	0.26%	93
2023 Q4	$1.74M	Sell	5,859 -409	-7%	-$111K	0.31%	84
2023 Q3	$1.65M	Sell	6,268 -2,660	-30%	-$759K	0.32%	83
2023 Q2	$2.66M	Buy	8,928 +1,677	+23%	+$487K	0.49%	49
2023 Q1	$2.14M	Sell	7,251 -317	-4%	-$84.9K	0.66%	43
2022 Q4	$2.05M	Sell	7,568 -462	-6%	-$122K	0.65%	39
2022 Q3	$1.85M	Buy	8,030 +5,817	+263%	+$1.49M	0.73%	34
2022 Q2	$546K	Buy	2,213 +67	+3%	+$16.5K	0.31%	79
2022 Q1	$531K	Buy	2,146 +436	+25%	+$109K	0.27%	100
2021 Q4	$458K	Sell	1,710 -617	-27%	-$156K	0.27%	102
2021 Q3	$561K	Sell	2,327 -24	-1%	-$5.73K	0.26%	95
2021 Q2	$543K	Buy	2,351 +33	+1%	+$7.68K	0.24%	105
2021 Q1	$520K	Buy	2,318 +43	+2%	+$9.2K	0.22%	117
2020 Q4	$488K	Sell	2,275 -9	-0.4%	-$1.96K	0.23%	107
2020 Q3	$501K	Sell	2,284 -1,202	-34%	-$247K	0.29%	88
2020 Q2	$643K	Buy	3,486 +381	+12%	+$69.9K	0.41%	64
2020 Q1	$513K	Sell	3,105 -863	-22%	-$170K	0.37%	70
2019 Q4	$784K	Buy	3,968 +506	+15%	+$100K	0.38%	68
2019 Q3	$743K	Buy	3,462 +124	+4%	+$26.6K	0.41%	62
2019 Q2	$693K	Buy	3,338 +106	+3%	+$21K	0.4%	59
2019 Q1	$614K	Buy	3,232 +145	+5%	+$26.3K	0.38%	72
2018 Q4	$548K	Sell	3,087 -30	-1%	-$5.32K	0.4%	70
2018 Q3	$522K	Buy	3,117 +337	+12%	+$54K	0.34%	88
2018 Q2	$436K	Hold	2,780	–	–	0.32%	92
2018 Q1	$435K	Buy	2,780 +37	+1%	+$6.09K	0.33%	85
2017 Q4	$472K	Buy	2,743 +215	+9%	+$36.1K	0.35%	80
2017 Q3	$396K	Sell	2,528 -127	-5%	-$19.9K	0.32%	90
2017 Q2	$407K	Buy	2,655 +84	+3%	+$12.1K	0.34%	81
2017 Q1	$333K	Sell	2,571 -336	-12%	-$42.2K	0.29%	97
2016 Q4	$354K	Sell	2,907 -173	-6%	-$20.3K	0.3%	93
2016 Q3	$355K	Buy	3,080 +128	+4%	+$15.2K	0.3%	88
2016 Q2	$355K	Buy	2,952 +102	+4%	+$12.8K	0.21%	126
2016 Q1	$358K	Sell	2,850 -1,744	-38%	-$208K	0.23%	121
2015 Q4	$543K	Sell	4,594 -1,016	-18%	-$114K	0.31%	104
2015 Q3	$553K	Buy	5,610 +115	+2%	+$11.2K	0.36%	91
2015 Q2	$522K	Sell	5,495 -27	-0.5%	-$2.61K	0.3%	110
2015 Q1	$538K	Sell	5,522 -1,865	-25%	-$177K	0.33%	106
2014 Q4	$692K	Buy	+7,387	New	+$692K	0.52%	60

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

Bison Wealth's MCD Position: Q4 2024 in Review

Bison Wealth reduced its McDonald's (MCD) stake by 58% in Q4 2024, selling an estimated $863K and leaving 2,069 shares worth $600K. The position accounts for 0.13% of the portfolio, ranked #131.

Bison Wealth first reported a position in MCD in Q4 2014 and has held it in 41 quarters since. The position peaked at $2.66M in Q2 2023. 3,386 funds tracked by Wall St. Rank hold MCD as of Q4 2024.

Bison Wealth held 2,069 shares of McDonald's worth $600K as of Q4 2024.
Bison Wealth sold 2,894 McDonald's shares in Q4 2024, an estimated $863K.
McDonald's made up 0.13% of Bison Wealth's portfolio in Q4 2024, its #131 holding.
Bison Wealth first reported a position in McDonald's in Q4 2014 and has held it in 41 quarters since.
Bison Wealth's McDonald's position peaked at $2.66M in Q2 2023.
3,386 funds tracked by Wall St. Rank held McDonald's as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.