Duff & Phelps Investment Management’s McDonald's MCD Stock Holding History

Duff & Phelps Investment 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	-1,658	Closed	-$423K	–	200
2024 Q2	$423K	Sell	1,658 -6,704	-80%	-$1.78M	0.01%	188
2024 Q1	$2.36M	Buy	8,362 +311	+4%	+$90.4K	0.03%	159
2023 Q4	$2.39M	Hold	8,051	–	–	0.03%	159
2023 Q3	$2.12M	Buy	8,051 +67	+0.8%	+$19.1K	0.03%	162
2023 Q2	$2.38M	Hold	7,984	–	–	0.03%	154
2023 Q1	$2.23M	Hold	7,984	–	–	0.03%	161
2022 Q4	$2.1M	Hold	7,984	–	–	0.03%	164
2022 Q3	$1.84M	Hold	7,984	–	–	0.02%	163
2022 Q2	$1.97M	Hold	7,984	–	–	0.02%	137
2022 Q1	$1.97M	Hold	7,984	–	–	0.02%	145
2021 Q4	$2.14M	Buy	7,984 +61	+0.8%	+$15.4K	0.03%	149
2021 Q3	$1.91M	Sell	7,923 -177	-2%	-$42.2K	0.02%	150
2021 Q2	$1.87M	Sell	8,100 -705	-8%	-$164K	0.02%	152
2021 Q1	$1.97M	Hold	8,805	–	–	0.03%	150
2020 Q4	$1.89M	Hold	8,805	–	–	0.03%	150
2020 Q3	$1.93M	Hold	8,805	–	–	0.03%	143
2020 Q2	$1.62M	Buy	8,805 +220	+3%	+$40.3K	0.03%	149
2020 Q1	$1.42M	Buy	8,585 +330	+4%	+$65K	0.02%	145
2019 Q4	$1.63M	Hold	8,255	–	–	0.02%	158
2019 Q3	$1.77M	Hold	8,255	–	–	0.02%	149
2019 Q2	$1.71M	Hold	8,255	–	–	0.02%	164
2019 Q1	$1.57M	Hold	8,255	–	–	0.02%	168
2018 Q4	$1.47M	Hold	8,255	–	–	0.02%	167
2018 Q3	$1.38M	Sell	8,255 -270	-3%	-$43.3K	0.02%	178
2018 Q2	$1.34M	Sell	8,525 -150	-2%	-$24.3K	0.02%	179
2018 Q1	$1.36M	Sell	8,675 -270	-3%	-$44.4K	0.02%	180
2017 Q4	$1.54M	Sell	8,945 -205	-2%	-$34.4K	0.02%	187
2017 Q3	$1.43M	Sell	9,150 -210	-2%	-$32.9K	0.02%	191
2017 Q2	$1.43M	Sell	9,360 -690	-7%	-$99.7K	0.02%	192
2017 Q1	$1.3M	Sell	10,050 -500	-5%	-$62.7K	0.02%	200
2016 Q4	$1.28M	Sell	10,550 -630	-6%	-$73.9K	0.02%	199
2016 Q3	$1.29M	Sell	11,180 -720	-6%	-$85.3K	0.02%	199
2016 Q2	$1.43M	Sell	11,900 -420	-3%	-$52.6K	0.02%	177
2016 Q1	$1.55M	Sell	12,320 -3,190	-21%	-$381K	0.02%	166
2015 Q4	$1.83M	Sell	15,510 -740	-5%	-$82.7K	0.03%	168
2015 Q3	$1.6M	Sell	16,250 -1,070	-6%	-$104K	0.03%	172
2015 Q2	$1.65M	Hold	17,320	–	–	0.03%	182
2015 Q1	$1.69M	Sell	17,320 -1,090	-6%	-$103K	0.02%	179
2014 Q4	$1.73M	Sell	18,410 -1,230	-6%	-$115K	0.02%	176
2014 Q3	$1.86M	Sell	19,640 -920	-4%	-$87.7K	0.03%	168
2014 Q2	$2.07M	Hold	20,560	–	–	0.03%	152
2014 Q1	$2.02M	Sell	20,560 -180	-0.9%	-$17.2K	0.03%	146
2013 Q4	$2.01M	Sell	20,740 -47,365	-70%	-$4.55M	0.04%	148
2013 Q3	$6.55M	Buy	68,105 +110	+0.2%	+$10.7K	0.11%	118
2013 Q2	$6.73M	Buy	+67,995	New	+$6.81M	0.12%	116

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

Duff & Phelps Investment Management's MCD Position: Q3 2024 in Review

Duff & Phelps Investment Management sold out of McDonald's (MCD) in Q3 2024, closing a stake of 1,658 shares — an estimated $423K sold.

Duff & Phelps Investment Management first reported a position in MCD in Q2 2013 and held it in 45 quarters. The position peaked at $6.73M in Q2 2013. 3,163 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

Duff & Phelps Investment Management reported no remaining McDonald's position as of Q3 2024 after selling out during the quarter.
Duff & Phelps Investment Management sold 1,658 McDonald's shares in Q3 2024, an estimated $423K.
Duff & Phelps Investment Management first reported a position in McDonald's in Q2 2013 and held it in 45 quarters.
Duff & Phelps Investment Management's McDonald's position peaked at $6.73M in Q2 2013.
3,163 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on Duff & Phelps Investment Management's 13F filing for Q3 2024, filed 15 Nov 2024.