Claar Advisors’s McDonald's MCD Stock Holding History

Claar Advisors’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 Q2	–	Sell	-4,500	Closed	-$1.27M	–	25
2024 Q1	$1.27M	Hold	4,500	–	–	0.41%	22
2023 Q4	$1.33M	Hold	4,500	–	–	0.47%	24
2023 Q3	$1.19M	Hold	4,500	–	–	0.47%	27
2023 Q2	$1.34M	Hold	4,500	–	–	0.51%	26
2023 Q1	$1.26M	Hold	4,500	–	–	0.51%	25
2022 Q4	$1.19M	Hold	4,500	–	–	0.52%	24
2022 Q3	$1.04M	Hold	4,500	–	–	0.44%	27
2022 Q2	$1.11M	Sell	4,500 -714	-14%	-$176K	0.43%	32
2022 Q1	$1.29M	Sell	5,214 -186	-3%	-$46.3K	0.38%	36
2021 Q4	$1.45M	Buy	5,400 +600	+13%	+$151K	0.41%	31
2021 Q3	$1.16M	Hold	4,800	–	–	0.34%	35
2021 Q2	$1.11M	Hold	4,800	–	–	0.33%	35
2021 Q1	$1.08M	Buy	4,800 +1,800	+60%	+$385K	0.37%	31
2020 Q4	$644K	Buy	+3,000	New	+$652K	0.23%	30

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Claar Advisors's MCD Position: Q2 2024 in Review

Claar Advisors sold out of McDonald's (MCD) in Q2 2024, closing a stake of 4,500 shares — an estimated $1.27M sold.

Claar Advisors first reported a position in MCD in Q4 2020 and held it in 14 quarters. The position peaked at $1.45M in Q4 2021. 3,078 funds tracked by Wall St. Rank hold MCD as of Q2 2024.

Claar Advisors reported no remaining McDonald's position as of Q2 2024 after selling out during the quarter.
Claar Advisors sold 4,500 McDonald's shares in Q2 2024, an estimated $1.27M.
Claar Advisors first reported a position in McDonald's in Q4 2020 and held it in 14 quarters.
Claar Advisors's McDonald's position peaked at $1.45M in Q4 2021.
3,078 funds tracked by Wall St. Rank held McDonald's as of Q2 2024.

Based on Claar Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.