Capital Management Associates (New York)’s McDonald's MCD Stock Holding History

Capital Management Associates (New York)’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	-3,300	Closed	-$978K	–	80
2023 Q4	$978K	Hold	3,300	–	–	1.25%	31
2023 Q3	$869K	Hold	3,300	–	–	1.28%	29
2023 Q2	$985K	Buy	3,300 +1,500	+83%	+$436K	1.45%	24
2023 Q1	$503K	Hold	1,800	–	–	0.76%	49
2022 Q4	$474K	Buy	+1,800	New	+$475K	0.7%	49

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

Capital Management Associates (New York)'s MCD Position: Q1 2024 in Review

Capital Management Associates (New York) sold out of McDonald's (MCD) in Q1 2024, closing a stake of 3,300 shares — an estimated $978K sold.

Capital Management Associates (New York) first reported a position in MCD in Q4 2022 and held it in 5 quarters. The position peaked at $985K in Q2 2023. 3,165 funds tracked by Wall St. Rank hold MCD as of Q1 2024.

Capital Management Associates (New York) reported no remaining McDonald's position as of Q1 2024 after selling out during the quarter.
Capital Management Associates (New York) sold 3,300 McDonald's shares in Q1 2024, an estimated $978K.
Capital Management Associates (New York) first reported a position in McDonald's in Q4 2022 and held it in 5 quarters.
Capital Management Associates (New York)'s McDonald's position peaked at $985K in Q2 2023.
3,165 funds tracked by Wall St. Rank held McDonald's as of Q1 2024.

Based on Capital Management Associates (New York)'s 13F filing for Q1 2024, filed 3 May 2024.