Delta Accumulation LLC’s McDonald's MCD Stock Holding History

Delta Accumulation LLC’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
2025 Q3	–	Sell	-7,200	Closed	-$2.19M	–	215
2025 Q2	$2.19M	Buy	+7,200	New	+$2.22M	0.16%	106
2025 Q1	–	Sell	-2,800	Closed	-$853K	–	236
2024 Q4	$853K	Buy	+2,800	New	+$835K	0.05%	156
2024 Q1	–	Sell	-3,100	Closed	-$925K	–	196
2023 Q4	$925K	Sell	3,100 -6,000	-66%	-$1.63M	0.15%	113
2023 Q3	$2.4M	Hold	9,100	–	–	0.54%	59
2023 Q2	$2.72M	Buy	9,100 +5,800	+176%	+$1.69M	0.92%	32
2023 Q1	$923K	Sell	3,300 -5,900	-64%	-$1.58M	0.56%	73
2022 Q4	$2.42M	Buy	+9,200	New	+$2.43M	2.52%	8
2022 Q3	–	Sell	-5,600	Closed	-$1.38M	–	64
2022 Q2	$1.38M	Sell	5,600 -94,400	-94%	-$23.2M	0.64%	40
2022 Q1	$24.7M	Buy	100,000 +33,400	+50%	+$8.32M	1.91%	11
2021 Q4	$17.9M	Buy	+66,600	New	+$16.8M	1.81%	13

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return