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

Candlestick 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 Q3	–	Sell	-69,657	Closed	-$17.8M	–	96
2024 Q2	$17.8M	Buy	+69,657	New	+$18.5M	0.49%	66
2023 Q3	–	Sell	-101,925	Closed	-$30.4M	–	98
2023 Q2	$30.4M	Sell	101,925 -62,123	-38%	-$18M	0.71%	56
2023 Q1	$45.9M	Buy	+164,048	New	+$44M	1.16%	35
2022 Q1	–	Sell	-99,345	Closed	-$26.6M	–	116
2021 Q4	$26.6M	Buy	+99,345	New	+$25.1M	0.39%	83
2021 Q2	–	Sell	-486,676	Closed	-$109M	–	119
2021 Q1	$109M	Buy	+486,676	New	+$104M	2.39%	7

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Candlestick Capital Management's MCD Position: Q3 2024 in Review

Candlestick Capital Management sold out of McDonald's (MCD) in Q3 2024, closing a stake of 69,657 shares — an estimated $17.8M sold.

Candlestick Capital Management first reported a position in MCD in Q1 2021 and held it in 5 quarters. The position peaked at $109M in Q1 2021. 3,168 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

Candlestick Capital Management reported no remaining McDonald's position as of Q3 2024 after selling out during the quarter.
Candlestick Capital Management sold 69,657 McDonald's shares in Q3 2024, an estimated $17.8M.
Candlestick Capital Management first reported a position in McDonald's in Q1 2021 and held it in 5 quarters.
Candlestick Capital Management's McDonald's position peaked at $109M in Q1 2021.
3,168 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on Candlestick Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.