Coho Partners’s McDonald's MCD Stock Holding History

Coho 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 Q2	–	Sell	-894	Closed	-$252K	–	64
2024 Q1	$252K	Sell	894 -33	-4%	-$9.6K	0.01%	68
2023 Q4	$275K	Buy	+927	New	+$252K	0.01%	75
2017 Q3	–	Sell	-13,192	Closed	-$2.02M	–	57
2017 Q2	$2.02M	Buy	+13,192	New	+$1.91M	0.05%	33
2016 Q4	–	Sell	-11,253	Closed	-$1.3M	–	62
2016 Q3	$1.3M	Sell	11,253 -6,665	-37%	-$790K	0.05%	36
2016 Q2	$2.16M	Buy	17,918 +300	+2%	+$37.6K	0.08%	36
2016 Q1	$2.21M	Sell	17,618 -15,950	-48%	-$1.91M	0.09%	35
2015 Q4	$3.97M	Hold	33,568	–	–	0.18%	31
2015 Q3	$3.31M	Buy	+33,568	New	+$3.27M	0.16%	33

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

Coho Partners's MCD Position: Q2 2024 in Review

Coho Partners sold out of McDonald's (MCD) in Q2 2024, closing a stake of 894 shares — an estimated $252K sold.

Coho Partners first reported a position in MCD in Q3 2015 and held it in 8 quarters. The position peaked at $3.97M in Q4 2015. 3,078 funds tracked by Wall St. Rank hold MCD as of Q2 2024.

Coho Partners reported no remaining McDonald's position as of Q2 2024 after selling out during the quarter.
Coho Partners sold 894 McDonald's shares in Q2 2024, an estimated $252K.
Coho Partners first reported a position in McDonald's in Q3 2015 and held it in 8 quarters.
Coho Partners's McDonald's position peaked at $3.97M in Q4 2015.
3,078 funds tracked by Wall St. Rank held McDonald's as of Q2 2024.

Based on Coho Partners's 13F filing for Q2 2024, filed 31 Jul 2024.