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Carmichael Hill & Associates’s McDonald's MCD Stock Holding History

Carmichael Hill & Associates’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 		$3.05M Buy
10,004
+7
+0.1% +$1.93K 1.08% 23
2024
Q2 		$2.55M Hold
9,997
– – 1% 25
2024
Q1 		$2.82M Buy
9,997
+232
+2% +$67.5K 1.11% 23
2023
Q4 		$2.9M Sell
9,765
-57
-0.6% -$15.5K 1.2% 19
2023
Q3 		$2.59M Buy
9,822
+37
+0.4% +$10.6K 1.19% 18
2023
Q2 		$2.92M Buy
9,785
+119
+1% +$34.6K 1.31% 15
2023
Q1 		$2.7M Sell
9,666
-77
-0.8% -$20.6K 1.3% 16
2022
Q4 		$2.57M Sell
9,743
-520
-5% -$137K 1.32% 18
2022
Q3 		$2.37M Sell
10,263
-25
-0.2% -$6.39K 1.28% 15
2022
Q2 		$2.54M Sell
10,288
-199
-2% -$49K 1.33% 14
2022
Q1 		$2.59M Buy
10,487
+5
+0% +$1.25K 1.19% 18
2021
Q4 		$2.81M Sell
10,482
-71
-0.7% -$17.9K 1.26% 14
2021
Q3 		$2.54M Hold
10,553
– – 1.26% 18
2021
Q2 		$2.44M Hold
10,553
– – 1.24% 17
2021
Q1 		$2.37M Hold
10,553
– – 1.3% 16
2020
Q4 		$2.26M Hold
10,553
– – 1.33% 15
2020
Q3 		$2.32M Sell
10,553
-29
-0.3% -$5.95K 1.54% 10
2020
Q2 		$1.95M Hold
10,582
– – 1.43% 12
2020
Q1 		$1.75M Buy
10,582
+15
+0.1% +$2.96K 1.53% 11
2019
Q4 		$2.09M Buy
10,567
+557
+6% +$110K 1.48% 13
2019
Q3 		$2.15M Buy
10,010
+300
+3% +$64.3K 2.12% 10
2019
Q2 		$2.02M Sell
9,710
-200
-2% -$39.6K 2% 12
2019
Q1 		$1.88M Sell
9,910
-176
-2% -$31.9K 1.95% 14
2018
Q4 		$1.79M Sell
10,086
-100
-1% -$17.7K 2.04% 10
2018
Q3 		$1.7M Hold
10,186
– – 1.65% 15
2018
Q2 		$1.6M Hold
10,186
– – 1.72% 14
2018
Q1 		$1.59M Hold
10,186
– – 1.74% 14
2017
Q4 		$1.75M Buy
+10,186
New +$1.71M 1.92% 10

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

Carmichael Hill & Associates's MCD Position: Q3 2024 in Review

Carmichael Hill & Associates increased its McDonald's (MCD) stake by 0.07% in Q3 2024, buying an estimated $1.93K and bringing the position to 10,004 shares worth $3.05M. The position accounts for 1.08% of the portfolio, ranked #23.

Carmichael Hill & Associates first reported a position in MCD in Q4 2017 and has held it in 28 quarters since. 3,163 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

  • Carmichael Hill & Associates held 10,004 shares of McDonald's worth $3.05M as of Q3 2024.
  • Carmichael Hill & Associates bought 7 McDonald's shares in Q3 2024, an estimated $1.93K.
  • McDonald's made up 1.08% of Carmichael Hill & Associates's portfolio in Q3 2024, its #23 holding.
  • Carmichael Hill & Associates first reported a position in McDonald's in Q4 2017 and has held it in 28 quarters since.
  • 3,163 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.