Crystal Rock Capital Management’s McDonald's MCD Stock Holding History

Crystal Rock Capital 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 Q2	–	Sell	-12,385	Closed	-$3.49M	–	28
2024 Q1	$3.49M	Hold	12,385	–	–	2.03%	20
2023 Q4	$3.67M	Sell	12,385 -4,200	-25%	-$1.14M	2.42%	20
2023 Q3	$4.37M	Hold	16,585	–	–	3.33%	10
2023 Q2	$4.95M	Hold	16,585	–	–	3.66%	12
2023 Q1	$4.64M	Sell	16,585 -4,000	-19%	-$1.07M	3.84%	12
2022 Q4	$5.42M	Sell	20,585 -38,961	-65%	-$10.3M	4.67%	8
2022 Q3	$8.08M	Buy	59,546 +39,421	+196%	+$10.1M	8.32%	2
2022 Q2	$4.97M	Buy	+20,125	New	+$4.96M	4.71%	5

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

Crystal Rock Capital Management's MCD Position: Q2 2024 in Review

Crystal Rock Capital Management sold out of McDonald's (MCD) in Q2 2024, closing a stake of 12,385 shares — an estimated $3.49M sold.

Crystal Rock Capital Management first reported a position in MCD in Q2 2022 and held it in 8 quarters. The position peaked at $8.08M in Q3 2022. 3,078 funds tracked by Wall St. Rank hold MCD as of Q2 2024.

Crystal Rock Capital Management reported no remaining McDonald's position as of Q2 2024 after selling out during the quarter.
Crystal Rock Capital Management sold 12,385 McDonald's shares in Q2 2024, an estimated $3.49M.
Crystal Rock Capital Management first reported a position in McDonald's in Q2 2022 and held it in 8 quarters.
Crystal Rock Capital Management's McDonald's position peaked at $8.08M in Q3 2022.
3,078 funds tracked by Wall St. Rank held McDonald's as of Q2 2024.

Based on Crystal Rock Capital Management's 13F filing for Q2 2024, filed 2 Aug 2024.