Deltec Asset Management’s McDonald's MCD Stock Holding History

Deltec Asset 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 Q3	–	Sell	-2,890	Closed	-$736K	–	168
2024 Q2	$736K	Sell	2,890 -25	-0.9%	-$6.63K	0.14%	104
2024 Q1	$822K	Hold	2,915	–	–	0.16%	100
2023 Q4	$864K	Buy	+2,915	New	+$793K	0.19%	90
2015 Q1	–	Sell	-20,248	Closed	-$1.9M	–	152
2014 Q4	$1.9M	Buy	20,248 +17,945	+779%	+$1.68M	0.42%	50
2014 Q3	$218K	Sell	2,303 -200	-8%	-$19.1K	0.05%	132
2014 Q2	$252K	Hold	2,503	–	–	0.05%	127
2014 Q1	$245K	Hold	2,503	–	–	0.05%	129
2013 Q4	$243K	Hold	2,503	–	–	0.06%	121
2013 Q3	$241K	Hold	2,503	–	–	0.06%	118
2013 Q2	$248K	Buy	+2,503	New	+$251K	0.07%	120

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

Deltec Asset Management's MCD Position: Q3 2024 in Review

Deltec Asset Management sold out of McDonald's (MCD) in Q3 2024, closing a stake of 2,890 shares — an estimated $736K sold.

Deltec Asset Management first reported a position in MCD in Q2 2013 and held it in 10 quarters. The position peaked at $1.9M in Q4 2014. 3,163 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

Deltec Asset Management reported no remaining McDonald's position as of Q3 2024 after selling out during the quarter.
Deltec Asset Management sold 2,890 McDonald's shares in Q3 2024, an estimated $736K.
Deltec Asset Management first reported a position in McDonald's in Q2 2013 and held it in 10 quarters.
Deltec Asset Management's McDonald's position peaked at $1.9M in Q4 2014.
3,163 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on Deltec Asset Management's 13F filing for Q3 2024, filed 25 Oct 2024.