Carlson Capital’s McDonald's MCD Stock Holding History

Carlson Capital’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
2016 Q4	–	Sell	-614	Closed	-$253K	–	315
2016 Q3	$253K	Buy	+614	New	+$72.8K	﹤0.01%	256

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Carlson Capital's MCD Position: Q2 2021 in Review

Carlson Capital sold out of McDonald's (MCD) in Q2 2021, closing a stake of 36,361 shares — an estimated $8.15M sold.

Carlson Capital first reported a position in MCD in Q4 2013 and held it in 17 quarters. The position peaked at $57.7M in Q4 2017. 2,526 funds tracked by Wall St. Rank hold MCD as of Q2 2021.

Carlson Capital reported no remaining McDonald's position as of Q2 2021 after selling out during the quarter.
Carlson Capital sold 36,361 McDonald's shares in Q2 2021, an estimated $8.15M.
Carlson Capital first reported a position in McDonald's in Q4 2013 and held it in 17 quarters.
Carlson Capital's McDonald's position peaked at $57.7M in Q4 2017.
2,526 funds tracked by Wall St. Rank held McDonald's as of Q2 2021.

Based on Carlson Capital's 13F filing for Q2 2021, filed 13 Aug 2021.