CEDRUS’s McDonald's MCD Stock Holding History

CEDRUS’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	$405K	Buy	1,330 +38	+3%	+$10.5K	0.15%	113
2024 Q2	$329K	Buy	1,292 +22	+2%	+$5.84K	0.16%	109
2024 Q1	$358K	Sell	1,270 -73	-5%	-$21.2K	0.2%	98
2023 Q4	$398K	Buy	1,343 +131	+11%	+$35.7K	0.25%	84
2023 Q3	$319K	Sell	1,212 -240	-17%	-$68.5K	0.23%	99
2023 Q2	$433K	Sell	1,452 -5	-0.3%	-$1.45K	0.31%	64
2023 Q1	$407K	Sell	1,457 -99	-6%	-$26.5K	0.29%	73
2022 Q4	$410K	Buy	1,556 +106	+7%	+$28K	0.33%	65
2022 Q3	$335K	Sell	1,450 -64	-4%	-$16.4K	0.32%	65
2022 Q2	$374K	Buy	1,514 +70	+5%	+$17.2K	0.36%	53
2022 Q1	$357K	Buy	1,444 +143	+11%	+$35.6K	0.32%	75
2021 Q4	$349K	Buy	+1,301	New	+$328K	0.34%	87

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

CEDRUS's MCD Position: Q3 2024 in Review

CEDRUS increased its McDonald's (MCD) stake by 2.9% in Q3 2024, buying an estimated $10.5K and bringing the position to 1,330 shares worth $405K. The position accounts for 0.15% of the portfolio, ranked #113.

CEDRUS first reported a position in MCD in Q4 2021 and has held it in 12 quarters since. The position peaked at $433K in Q2 2023. 3,165 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

CEDRUS held 1,330 shares of McDonald's worth $405K as of Q3 2024.
CEDRUS bought 38 McDonald's shares in Q3 2024, an estimated $10.5K.
McDonald's made up 0.15% of CEDRUS's portfolio in Q3 2024, its #113 holding.
CEDRUS first reported a position in McDonald's in Q4 2021 and has held it in 12 quarters since.
CEDRUS's McDonald's position peaked at $433K in Q2 2023.
3,165 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on CEDRUS's 13F filing for Q3 2024, filed 18 Oct 2024.