CCM
MCD icon

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

Carlson 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
-827
Closed -$252K – 115
2024
Q3 		$252K Buy
827
+41
+5% +$11.3K 0.01% 99
2024
Q2 		$200K Buy
+786
New +$209K 0.01% 103
2024
Q1 		– Sell
-2,697
Closed -$800K – 161
2023
Q4 		$800K Buy
2,697
+1,095
+68% +$298K 0.04% 91
2023
Q3 		$422K Sell
1,602
-19
-1% -$5.42K 0.03% 109
2023
Q2 		$484K Buy
1,621
+1
+0.1% +$291 0.03% 103
2023
Q1 		$453K Sell
1,620
-6
-0.4% -$1.61K 0.03% 106
2022
Q4 		$429K Sell
1,626
-9
-0.6% -$2.37K 0.03% 105
2022
Q3 		$377K Buy
1,635
+50
+3% +$12.8K 0.03% 104
2022
Q2 		$391K Buy
1,585
+117
+8% +$28.8K 0.03% 105
2022
Q1 		$363K Buy
1,468
+317
+28% +$79K 0.03% 120
2021
Q4 		$309K Sell
1,151
-62
-5% -$15.7K 0.03% 124
2021
Q3 		$292K Buy
1,213
+109
+10% +$26K 0.03% 130
2021
Q2 		$255K Sell
1,104
-76
-6% -$17.7K 0.04% 130
2021
Q1 		$264K Buy
+1,180
New +$252K 0.05% 123
2020
Q4 		– Sell
-929
Closed -$204K – 138
2020
Q3 		$204K Sell
929
-758
-45% -$156K 0.04% 121
2020
Q2 		$312K Buy
1,687
+225
+15% +$41.3K 0.07% 91
2020
Q1 		$269K Sell
1,462
-11
-0.7% -$2.17K 0.07% 83
2019
Q4 		$291K Hold
1,473
– – 0.06% 89
2019
Q3 		$316K Buy
1,473
+14
+1% +$3K 0.08% 75
2019
Q2 		$303K Sell
1,459
-254
-15% -$50.3K 0.07% 69
2019
Q1 		$325K Buy
1,713
+498
+41% +$90.4K 0.08% 70
2018
Q4 		$216K Hold
1,215
– – 0.06% 75
2018
Q3 		$203K Buy
+1,215
New +$195K 0.05% 89
2013
Q4 		– Sell
-2,339
Closed -$225K – 59
2013
Q3 		$225K Buy
+2,339
New +$228K 0.1% 54

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

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

Carlson Capital Management sold out of McDonald's (MCD) in Q4 2024, closing a stake of 827 shares — an estimated $252K sold.

Carlson Capital Management first reported a position in MCD in Q3 2013 and held it in 24 quarters. The position peaked at $800K in Q4 2023. 3,385 funds tracked by Wall St. Rank hold MCD as of Q4 2024.

  • Carlson Capital Management reported no remaining McDonald's position as of Q4 2024 after selling out during the quarter.
  • Carlson Capital Management sold 827 McDonald's shares in Q4 2024, an estimated $252K.
  • Carlson Capital Management first reported a position in McDonald's in Q3 2013 and held it in 24 quarters.
  • Carlson Capital Management's McDonald's position peaked at $800K in Q4 2023.
  • 3,385 funds tracked by Wall St. Rank held McDonald's as of Q4 2024.

Based on Carlson Capital Management's 13F filing for Q4 2024, filed 10 Feb 2025.