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

CAAS 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
2025
Q1 		– Sell
-2,000
Closed -$580K – 541
2024
Q4 		$580K Buy
+2,000
New +$596K 0.1% 152
2024
Q2 		– Sell
-10,400
Closed -$2.93M – 401
2024
Q1 		$2.93M Buy
10,400
+8,200
+373% +$2.38M 0.22% 118
2023
Q4 		$652K Buy
+2,200
New +$599K 0.07% 243
2023
Q1 		– Sell
-3,800
Closed -$1M – 832
2022
Q4 		$1M Buy
+3,800
New +$1M 0.06% 278

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

CAAS Capital Management's MCD Position: Q2 2024 in Review

CAAS Capital Management sold out of McDonald's (MCD) in Q2 2024, closing a stake of 1,128 shares — an estimated $318K sold.

CAAS Capital Management first reported a position in MCD in Q4 2022 and held it in 2 quarters. The position peaked at $527K in Q4 2022. 3,078 funds tracked by Wall St. Rank hold MCD as of Q2 2024.

  • CAAS Capital Management reported no remaining McDonald's position as of Q2 2024 after selling out during the quarter.
  • CAAS Capital Management sold 1,128 McDonald's shares in Q2 2024, an estimated $318K.
  • CAAS Capital Management first reported a position in McDonald's in Q4 2022 and held it in 2 quarters.
  • CAAS Capital Management's McDonald's position peaked at $527K in Q4 2022.
  • 3,078 funds tracked by Wall St. Rank held McDonald's as of Q2 2024.

Based on CAAS Capital Management's 13F filing for Q2 2024, filed 15 Jul 2024.