Bluefin Capital Management’s McDonald's MCD Stock Holding History

Bluefin Capital Management’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 Q1	–	Sell	-200,000	Closed	-$131K	–	233
2023 Q4	$131K	Buy	+200,000	New	+$54.4M	0.01%	123
2019 Q4	–	Sell	-11,800	Closed	-$23K	–	683
2019 Q3	$23K	Buy	+11,800	New	+$2.53M	﹤0.01%	424
2016 Q3	–	Sell	-25,300	Closed	-$28K	–	524
2016 Q2	$28K	Buy	+25,300	New	+$3.17M	﹤0.01%	382
2016 Q1	–	Sell	-10,100	Closed	-$1K	–	631
2015 Q4	$1K	Buy	+10,100	New	+$1.13M	﹤0.01%	654
2015 Q1	–	Sell	-22,800	Closed	-$17K	–	558
2014 Q4	$17K	Sell	22,800 -10,300	-31%	-$964K	﹤0.01%	664
2014 Q3	$45K	Buy	+33,100	New	+$3.16M	﹤0.01%	758

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bluefin Capital Management's MCD Position: Q1 2024 in Review

Bluefin Capital Management sold out of McDonald's (MCD) in Q1 2024, closing a stake of 200,400 shares — an estimated $59.3M sold.

Bluefin Capital Management first reported a position in MCD in Q2 2013 and held it in 26 quarters. The position peaked at $59.3M in Q4 2023. 3,165 funds tracked by Wall St. Rank hold MCD as of Q1 2024.

Bluefin Capital Management reported no remaining McDonald's position as of Q1 2024 after selling out during the quarter.
Bluefin Capital Management sold 200,400 McDonald's shares in Q1 2024, an estimated $59.3M.
Bluefin Capital Management first reported a position in McDonald's in Q2 2013 and held it in 26 quarters.
Bluefin Capital Management's McDonald's position peaked at $59.3M in Q4 2023.
3,165 funds tracked by Wall St. Rank held McDonald's as of Q1 2024.

Based on Bluefin Capital Management's 13F filing for Q1 2024, filed 15 May 2024.