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	–	Hold	0	–	–	–	180
2024 Q2	–	Hold	0	–	–	–	185
2024 Q1	–	Hold	0	–	–	–	201
2023 Q4	–	Hold	0	–	–	–	135
2023 Q3	–	Hold	0	–	–	–	144
2023 Q2	–	Hold	0	–	–	–	138
2023 Q1	–	Hold	0	–	–	–	159
2022 Q4	–	Hold	0	–	–	–	124
2022 Q3	–	Hold	0	–	–	–	135
2022 Q2	–	Sell	-1,000	Closed	-$246K	–	133
2022 Q1	$247K	Sell	1,000 -100	-9%	-$24.9K	0.11%	149
2021 Q4	$295K	Buy	1,100 +200	+22%	+$50.5K	0.13%	141
2021 Q3	$217K	Hold	900	–	–	0.11%	158
2021 Q2	$207K	Buy	900 +400	+80%	+$93.1K	0.11%	164
2021 Q1	$112K	Hold	500	–	–	0.06%	220
2020 Q4	$107K	Hold	500	–	–	0.06%	219
2020 Q3	$110K	Hold	500	–	–	0.07%	201
2020 Q2	$92K	Hold	500	–	–	0.07%	204
2020 Q1	$83K	Hold	500	–	–	0.07%	188
2019 Q4	$99K	Buy	+500	New	+$99.2K	0.07%	203

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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.