Duality Advisers’s McDonald's MCD Stock Holding History

Duality Advisers’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	-17,651	Closed	-$4.98M	–	321
2024 Q1	$4.98M	Buy	+17,651	New	+$5.13M	0.49%	36
2023 Q4	–	Sell	-16,491	Closed	-$4.34M	–	670
2023 Q3	$4.34M	Buy	+16,491	New	+$4.7M	0.53%	29
2023 Q1	–	Sell	-3,744	Closed	-$987K	–	687
2022 Q4	$987K	Sell	3,744 -2,748	-42%	-$725K	0.11%	317
2022 Q3	$1.5M	Buy	+6,492	New	+$1.66M	0.16%	242
2022 Q1	–	Sell	-6,123	Closed	-$1.64M	–	751
2021 Q4	$1.64M	Buy	+6,123	New	+$1.55M	0.18%	210
2021 Q1	–	Sell	-25,913	Closed	-$5.56M	–	641
2020 Q4	$5.56M	Buy	+25,913	New	+$5.63M	0.41%	45
2020 Q1	–	Sell	-75,809	Closed	-$15M	–	198
2019 Q4	$15M	Buy	75,809 +25,819	+52%	+$5.12M	0.89%	14
2019 Q3	$10.7M	Buy	49,990 +32,500	+186%	+$6.97M	0.6%	33
2019 Q2	$3.63M	Sell	17,490 -6,310	-27%	-$1.25M	0.32%	94
2019 Q1	$4.52M	Sell	23,800 -103,070	-81%	-$18.7M	0.27%	114
2018 Q4	$22.5M	Buy	+126,870	New	+$22.5M	1.31%	12

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

Duality Advisers's MCD Position: Q2 2024 in Review

Duality Advisers sold out of McDonald's (MCD) in Q2 2024, closing a stake of 17,651 shares — an estimated $4.98M sold.

Duality Advisers first reported a position in MCD in Q4 2018 and held it in 11 quarters. The position peaked at $22.5M in Q4 2018. 3,079 funds tracked by Wall St. Rank hold MCD as of Q2 2024.

Duality Advisers reported no remaining McDonald's position as of Q2 2024 after selling out during the quarter.
Duality Advisers sold 17,651 McDonald's shares in Q2 2024, an estimated $4.98M.
Duality Advisers first reported a position in McDonald's in Q4 2018 and held it in 11 quarters.
Duality Advisers's McDonald's position peaked at $22.5M in Q4 2018.
3,079 funds tracked by Wall St. Rank held McDonald's as of Q2 2024.

Based on Duality Advisers's 13F filing for Q2 2024.