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Credit Suisse’s McDonald's MCD Stock Holding History

Credit Suisse’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
2022
Q1 		– Sell
-717,900
Closed -$192M – 4034
2021
Q4 		$192M Buy
717,900
+236,400
+49% +$59.7M 0.1% 191
2021
Q3 		$116M Buy
481,500
+21,900
+5% +$5.23M 0.06% 315
2021
Q2 		$106M Sell
459,600
-244,600
-35% -$56.9M 0.06% 369
2021
Q1 		$158M Sell
704,200
-404,100
-36% -$86.4M 0.08% 269
2020
Q4 		$238M Buy
1,108,300
+132,400
+14% +$28.8M 0.12% 175
2020
Q3 		$214M Buy
975,900
+230,100
+31% +$47.2M 0.13% 156
2020
Q2 		$138M Buy
745,800
+312,200
+72% +$57.2M 0.1% 198
2020
Q1 		$71.7M Buy
433,600
+120,600
+39% +$23.8M 0.06% 304
2019
Q4 		$61.9M Buy
313,000
+69,500
+29% +$13.8M 0.04% 447
2019
Q3 		$52.3M Buy
243,500
+49,700
+26% +$10.7M 0.04% 443
2019
Q2 		$40.2M Sell
193,800
-45,200
-19% -$8.95M 0.04% 551
2019
Q1 		$45.4M Buy
239,000
+197,100
+470% +$35.8M 0.04% 459
2018
Q4 		$7.44M Buy
+41,900
New +$7.43M 0.01% 1331
2018
Q3 		– Sell
-87,000
Closed -$13.6M – 3905
2018
Q2 		$13.6M Buy
+87,000
New +$14.1M 0.01% 1063
2018
Q1 		– Sell
-12,000
Closed -$2.06M – 4070
2017
Q4 		$2.06M Sell
12,000
-147,800
-92% -$24.8M ﹤0.01% 2407
2017
Q3 		$25M Hold
159,800
– – 0.02% 704
2017
Q2 		$24.5M Buy
+159,800
New +$23.1M 0.02% 704
2016
Q1 		– Sell
-247,600
Closed -$29.3M – 4167
2015
Q4 		$29.3M Buy
+247,600
New +$27.7M 0.03% 597
2015
Q3 		– Sell
-114,800
Closed -$10.9M – 4387
2015
Q2 		$10.9M Sell
114,800
-105,900
-48% -$10.2M 0.01% 1192
2015
Q1 		$21.5M Buy
+220,700
New +$20.9M 0.02% 783
2014
Q4 		– Sell
-3,600
Closed -$341K – 4670
2014
Q3 		$341K Sell
3,600
-170,400
-98% -$16.3M ﹤0.01% 3866
2014
Q2 		$17.5M Buy
+174,000
New +$17.6M 0.01% 1010

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

Credit Suisse's MCD Position: Q1 2024 in Review

Credit Suisse reduced its McDonald's (MCD) stake by 7.4% in Q1 2024, selling an estimated $38.2M and leaving 1,638,324 shares worth $462M. The position accounts for 0.44% of the portfolio, ranked #33.

Credit Suisse first reported a position in MCD in Q2 2013 and has held it in 44 quarters since. The position peaked at $562M in Q2 2023. 3,165 funds tracked by Wall St. Rank hold MCD as of Q1 2024.

  • Credit Suisse held 1,638,324 shares of McDonald's worth $462M as of Q1 2024.
  • Credit Suisse sold 131,440 McDonald's shares in Q1 2024, an estimated $38.2M.
  • McDonald's made up 0.44% of Credit Suisse's portfolio in Q1 2024, its #33 holding.
  • Credit Suisse first reported a position in McDonald's in Q2 2013 and has held it in 44 quarters since.
  • Credit Suisse's McDonald's position peaked at $562M in Q2 2023.
  • 3,165 funds tracked by Wall St. Rank held McDonald's as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.