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

BluePath 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
Q4 		– Sell
-702
Closed -$214K – 105
2024
Q3 		$214K Sell
702
-118
-14% -$32.5K 0.13% 98
2024
Q2 		$209K Buy
820
+22
+3% +$5.84K 0.15% 105
2024
Q1 		$225K Buy
798
+89
+13% +$25.9K 0.17% 107
2023
Q4 		$209K Buy
709
+78
+12% +$21.2K 0.18% 100
2023
Q3 		$166K Buy
+631
New +$180K 0.15% 110

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

BluePath Capital Management's MCD Position: Q4 2024 in Review

BluePath Capital Management sold out of McDonald's (MCD) in Q4 2024, closing a stake of 702 shares — an estimated $214K sold.

BluePath Capital Management first reported a position in MCD in Q3 2023 and held it in 5 quarters. The position peaked at $225K in Q1 2024. 3,385 funds tracked by Wall St. Rank hold MCD as of Q4 2024.

  • BluePath Capital Management reported no remaining McDonald's position as of Q4 2024 after selling out during the quarter.
  • BluePath Capital Management sold 702 McDonald's shares in Q4 2024, an estimated $214K.
  • BluePath Capital Management first reported a position in McDonald's in Q3 2023 and held it in 5 quarters.
  • BluePath Capital Management's McDonald's position peaked at $225K in Q1 2024.
  • 3,385 funds tracked by Wall St. Rank held McDonald's as of Q4 2024.

Based on BluePath Capital Management's 13F filing for Q4 2024, filed 14 Jan 2025.