CA
MCD icon

Capitolis Advisors’s McDonald's MCD Stock Holding History

Capitolis Advisors’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
2022
Q4 		– Sell
-51,010
Closed -$11.8M – 41
2022
Q3 		$11.8M Sell
51,010
-50,000
-50% -$12.8M 0.84% 34
2022
Q2 		$24.9M Buy
101,010
+100,000
+9,901% +$24.6M 1.3% 26
2022
Q1 		$250K Sell
1,010
-492,440
-100% -$123M 0.01% 120
2021
Q4 		$132M Sell
493,450
-10,073
-2% -$2.54M 0.79% 27
2021
Q3 		$122M Buy
503,523
+312,299
+163% +$74.5M 1.11% 19
2021
Q2 		$44.2M Sell
191,224
-177,823
-48% -$41.4M 0.52% 49
2021
Q1 		$82.7M Buy
369,047
+195,287
+112% +$41.8M 1.43% 12
2020
Q4 		$37.3M Buy
+173,760
New +$37.8M 0.62% 30

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capitolis Advisors's MCD Position: Q4 2022 in Review

Capitolis Advisors sold out of McDonald's (MCD) in Q4 2022, closing a stake of 51,010 shares — an estimated $11.8M sold.

Capitolis Advisors first reported a position in MCD in Q4 2020 and held it in 8 quarters. The position peaked at $132M in Q4 2021. 2,920 funds tracked by Wall St. Rank hold MCD as of Q4 2022.

  • Capitolis Advisors reported no remaining McDonald's position as of Q4 2022 after selling out during the quarter.
  • Capitolis Advisors sold 51,010 McDonald's shares in Q4 2022, an estimated $11.8M.
  • Capitolis Advisors first reported a position in McDonald's in Q4 2020 and held it in 8 quarters.
  • Capitolis Advisors's McDonald's position peaked at $132M in Q4 2021.
  • 2,920 funds tracked by Wall St. Rank held McDonald's as of Q4 2022.

Based on Capitolis Advisors's 13F filing for Q4 2022.