Commons Capital’s McDonald's MCD Stock Holding History

Commons Capital’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 Q4	–	Sell	-715	Closed	-$218K	–	96
2024 Q3	$218K	Buy	+715	New	+$197K	0.24%	63
2024 Q2	–	Sell	-737	Closed	-$208K	–	62
2024 Q1	$208K	Sell	737 -29	-4%	-$8.43K	0.3%	49
2023 Q4	$227K	Sell	766 -17	-2%	-$4.63K	0.36%	42
2023 Q3	$206K	Buy	783 +46	+6%	+$13.1K	0.36%	49
2023 Q2	$220K	Buy	737 +19	+3%	+$5.52K	0.33%	56
2023 Q1	$201K	Buy	+718	New	+$192K	0.32%	63

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

Commons Capital's MCD Position: Q4 2024 in Review

Commons Capital sold out of McDonald's (MCD) in Q4 2024, closing a stake of 715 shares — an estimated $218K sold.

Commons Capital first reported a position in MCD in Q1 2023 and held it in 6 quarters. The position peaked at $227K in Q4 2023. 3,385 funds tracked by Wall St. Rank hold MCD as of Q4 2024.

Commons Capital reported no remaining McDonald's position as of Q4 2024 after selling out during the quarter.
Commons Capital sold 715 McDonald's shares in Q4 2024, an estimated $218K.
Commons Capital first reported a position in McDonald's in Q1 2023 and held it in 6 quarters.
Commons Capital's McDonald's position peaked at $227K in Q4 2023.
3,385 funds tracked by Wall St. Rank held McDonald's as of Q4 2024.

Based on Commons Capital's 13F filing for Q4 2024, filed 17 Jan 2025.