Cavalier Investments’s McDonald's MCD Stock Holding History

Cavalier Investments’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 Q1	–	Sell	-7,510	Closed	-$2.23M	–	90
2023 Q4	$2.23M	Buy	7,510 +169	+2%	+$46K	0.82%	35
2023 Q3	$1.93M	Buy	7,341 +244	+3%	+$69.6K	0.76%	36
2023 Q2	$2.12M	Buy	+7,097	New	+$2.06M	0.77%	32
2019 Q1	–	Sell	-6,119	Closed	-$1.09M	–	150
2018 Q4	$1.09M	Buy	+6,119	New	+$1.09M	0.35%	55

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Norges Bank Oslo, Norway $935B AUM

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

Cavalier Investments's MCD Position: Q1 2024 in Review

Cavalier Investments sold out of McDonald's (MCD) in Q1 2024, closing a stake of 7,510 shares — an estimated $2.23M sold.

Cavalier Investments first reported a position in MCD in Q4 2018 and held it in 4 quarters. The position peaked at $2.23M in Q4 2023. 3,166 funds tracked by Wall St. Rank hold MCD as of Q1 2024.

Cavalier Investments reported no remaining McDonald's position as of Q1 2024 after selling out during the quarter.
Cavalier Investments sold 7,510 McDonald's shares in Q1 2024, an estimated $2.23M.
Cavalier Investments first reported a position in McDonald's in Q4 2018 and held it in 4 quarters.
Cavalier Investments's McDonald's position peaked at $2.23M in Q4 2023.
3,166 funds tracked by Wall St. Rank held McDonald's as of Q1 2024.

Based on Cavalier Investments's 13F filing for Q1 2024, filed 26 Apr 2024.