Dixon Mitchell Investment Counsel’s McDonald's MCD Stock Holding History

Dixon Mitchell Investment Counsel’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	-39	Closed	-$9.94K	–	129
2024 Q2	$9.94K	Sell	39 -61	-61%	-$16.2K	﹤0.01%	110
2024 Q1	$28.2K	Buy	+100	New	+$29.1K	﹤0.01%	98
2015 Q4	–	Sell	-135,414	Closed	-$13.3M	–	67
2015 Q3	$13.3M	Sell	135,414 -4,763	-3%	-$464K	2.31%	18
2015 Q2	$13.3M	Buy	140,177 +1,425	+1%	+$138K	2.06%	21
2015 Q1	$13.5M	Buy	138,752 +6,155	+5%	+$584K	2.08%	22
2014 Q4	$12.6M	Hold	132,597	–	–	1.94%	22
2014 Q3	$12.6M	Buy	132,597 +12,567	+10%	+$1.2M	1.9%	23
2014 Q2	$12.1M	Buy	120,030 +1,403	+1%	+$142K	1.73%	25
2014 Q1	$11.6M	Buy	118,627 +4,567	+4%	+$437K	1.83%	24
2013 Q4	$11.1M	Buy	114,060 +1,229	+1%	+$118K	1.75%	25
2013 Q3	$10.9M	Buy	112,831 +3,015	+3%	+$294K	1.83%	24
2013 Q2	$10.9M	Buy	+109,816	New	+$11M	2.02%	23

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

Dixon Mitchell Investment Counsel's MCD Position: Q3 2024 in Review

Dixon Mitchell Investment Counsel sold out of McDonald's (MCD) in Q3 2024, closing a stake of 39 shares — an estimated $9.94K sold.

Dixon Mitchell Investment Counsel first reported a position in MCD in Q2 2013 and held it in 12 quarters. The position peaked at $13.5M in Q1 2015. 3,164 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

Dixon Mitchell Investment Counsel reported no remaining McDonald's position as of Q3 2024 after selling out during the quarter.
Dixon Mitchell Investment Counsel sold 39 McDonald's shares in Q3 2024, an estimated $9.94K.
Dixon Mitchell Investment Counsel first reported a position in McDonald's in Q2 2013 and held it in 12 quarters.
Dixon Mitchell Investment Counsel's McDonald's position peaked at $13.5M in Q1 2015.
3,164 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on Dixon Mitchell Investment Counsel's 13F filing for Q3 2024, filed 17 Oct 2024.