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Churchill Management’s McDonald's MCD Stock Holding History

Churchill Management’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
-30,592
Closed -$9.07M – 165
2023
Q4 		$9.07M Sell
30,592
-1,089
-3% -$296K 0.14% 65
2023
Q3 		$8.35M Sell
31,681
-2,008
-6% -$573K 0.14% 71
2023
Q2 		$10.1M Buy
33,689
+149
+0.4% +$43.3K 0.17% 65
2023
Q1 		$9.38M Buy
33,540
+2,317
+7% +$621K 0.19% 68
2022
Q4 		$8.23M Buy
31,223
+1,926
+7% +$508K 0.2% 67
2022
Q3 		$6.76M Buy
29,297
+1,182
+4% +$302K 0.18% 70
2022
Q2 		$6.94M Buy
28,115
+1,889
+7% +$465K 0.17% 74
2022
Q1 		$6.49M Buy
26,226
+114
+0.4% +$28.4K 0.11% 91
2021
Q4 		$7M Buy
26,112
+155
+0.6% +$39.1K 0.1% 104
2021
Q3 		$6.26M Buy
+25,957
New +$6.2M 0.09% 106
2016
Q3 		– Sell
-134,893
Closed -$16.2M – 114
2016
Q2 		$16.2M Buy
134,893
+12,132
+10% +$1.52M 1.06% 23
2016
Q1 		$15.4M Buy
122,761
+9,064
+8% +$1.08M 1.08% 16
2015
Q4 		$13.4M Buy
113,697
+8,855
+8% +$990K 0.63% 22
2015
Q3 		$10.3M Buy
104,842
+56,020
+115% +$5.46M 0.83% 19
2015
Q2 		$4.64M Buy
+48,822
New +$4.72M 0.17% 85
2014
Q3 		– Sell
-13,995
Closed -$1.41M – 185
2014
Q2 		$1.41M Sell
13,995
-520
-4% -$52.5K 0.06% 122
2014
Q1 		$1.42M Sell
14,515
-1,002
-6% -$95.8K 0.06% 128
2013
Q4 		$1.51M Buy
15,517
+63
+0.4% +$6.05K 0.06% 114
2013
Q3 		$1.49M Buy
+15,454
New +$1.51M 0.08% 88

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Churchill Management's MCD Position: Q1 2024 in Review

Churchill Management sold out of McDonald's (MCD) in Q1 2024, closing a stake of 30,592 shares — an estimated $9.07M sold.

Churchill Management first reported a position in MCD in Q3 2013 and held it in 19 quarters. The position peaked at $16.2M in Q2 2016. 3,165 funds tracked by Wall St. Rank hold MCD as of Q1 2024.

  • Churchill Management reported no remaining McDonald's position as of Q1 2024 after selling out during the quarter.
  • Churchill Management sold 30,592 McDonald's shares in Q1 2024, an estimated $9.07M.
  • Churchill Management first reported a position in McDonald's in Q3 2013 and held it in 19 quarters.
  • Churchill Management's McDonald's position peaked at $16.2M in Q2 2016.
  • 3,165 funds tracked by Wall St. Rank held McDonald's as of Q1 2024.

Based on Churchill Management's 13F filing for Q1 2024, filed 11 Apr 2024.