CSM Advisors’s McDonald's MCD Stock Holding History

CSM 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 Q3	–	Sell	-1,153	Closed	-$294K	–	131
2024 Q2	$294K	Hold	1,153	–	–	0.02%	120
2024 Q1	$325K	Sell	1,153 -300	-21%	-$87.2K	0.02%	127
2023 Q4	$431K	Sell	1,453 -100	-6%	-$27.2K	0.03%	126
2023 Q3	$409K	Sell	1,553 -650	-30%	-$185K	0.04%	120
2023 Q2	$657K	Sell	2,203 -200	-8%	-$58.1K	0.05%	118
2023 Q1	$672K	Hold	2,403	–	–	0.06%	109
2022 Q4	$633K	Hold	2,403	–	–	0.06%	108
2022 Q3	$554K	Hold	2,403	–	–	0.06%	109
2022 Q2	$593K	Hold	2,403	–	–	0.05%	100
2022 Q1	$594K	Hold	2,403	–	–	0.04%	109
2021 Q4	$644K	Hold	2,403	–	–	0.04%	123
2021 Q3	$579K	Hold	2,403	–	–	0.04%	120
2021 Q2	$555K	Buy	+2,403	New	+$559K	0.04%	128

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

CSM Advisors's MCD Position: Q3 2024 in Review

CSM Advisors sold out of McDonald's (MCD) in Q3 2024, closing a stake of 1,153 shares — an estimated $294K sold.

CSM Advisors first reported a position in MCD in Q2 2021 and held it in 13 quarters. The position peaked at $672K in Q1 2023. 3,163 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

CSM Advisors reported no remaining McDonald's position as of Q3 2024 after selling out during the quarter.
CSM Advisors sold 1,153 McDonald's shares in Q3 2024, an estimated $294K.
CSM Advisors first reported a position in McDonald's in Q2 2021 and held it in 13 quarters.
CSM Advisors's McDonald's position peaked at $672K in Q1 2023.
3,163 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on CSM Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.