Chartwell Investment Partners’s McDonald's MCD Stock Holding History

Chartwell Investment Partners’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	$4.57M	Hold	15,000	–	–	0.16%	198
2024 Q2	$3.82M	Buy	+15,000	New	+$3.98M	0.13%	215
2020 Q1	–	Sell	-17,418	Closed	-$3.44M	–	412
2019 Q4	$3.44M	Sell	17,418 -26	-0.1%	-$5.16K	0.11%	221
2019 Q3	$3.75M	Sell	17,444 -53	-0.3%	-$11.4K	0.13%	233
2019 Q2	$3.63M	Sell	17,497 -997	-5%	-$197K	0.12%	246
2019 Q1	$3.51M	Hold	18,494	–	–	0.11%	247
2018 Q4	$3.28M	Sell	18,494 -70	-0.4%	-$12.4K	0.12%	255
2018 Q3	$3.11M	Sell	18,564 -850	-4%	-$136K	0.09%	304
2018 Q2	$3.04M	Buy	+19,414	New	+$3.15M	0.09%	300
2014 Q1	–	Sell	-22,895	Closed	-$2.22M	–	359
2013 Q4	$2.22M	Sell	22,895 -20	-0.1%	-$1.92K	0.05%	294
2013 Q3	$2.21M	Sell	22,915 -64,290	-74%	-$6.28M	0.05%	302
2013 Q2	$8.63M	Buy	+87,205	New	+$8.73M	0.22%	182

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

Chartwell Investment Partners's MCD Position: Q3 2024 in Review

Chartwell Investment Partners held its McDonald's (MCD) position steady in Q3 2024 at 15,000 shares worth $4.57M. The position accounts for 0.16% of the portfolio, ranked #198.

Chartwell Investment Partners first reported a position in MCD in Q2 2013 and has held it in 12 quarters since. The position peaked at $8.63M in Q2 2013. 3,163 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

Chartwell Investment Partners held 15,000 shares of McDonald's worth $4.57M as of Q3 2024.
Chartwell Investment Partners left its McDonald's share count unchanged in Q3 2024.
McDonald's made up 0.16% of Chartwell Investment Partners's portfolio in Q3 2024, its #198 holding.
Chartwell Investment Partners first reported a position in McDonald's in Q2 2013 and has held it in 12 quarters since.
Chartwell Investment Partners's McDonald's position peaked at $8.63M in Q2 2013.
3,163 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on Chartwell Investment Partners's 13F filing for Q3 2024, filed 4 Nov 2024.