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Eagle Ridge Investment Management’s McDonald's MCD Stock Holding History

Eagle Ridge 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
Q4 		$922K Hold
3,180
– – 0.08% 76
2024
Q3 		$968K Sell
3,180
-371
-10% -$102K 0.08% 71
2024
Q2 		$905K Sell
3,551
-38
-1% -$10.1K 0.08% 74
2024
Q1 		$1.01M Sell
3,589
-35
-1% -$10.2K 0.09% 70
2023
Q4 		$1.07M Sell
3,624
-32
-0.9% -$8.71K 0.11% 71
2023
Q3 		$963K Sell
3,656
-37
-1% -$10.6K 0.11% 71
2023
Q2 		$1.1M Buy
3,693
+17
+0.5% +$4.94K 0.12% 70
2023
Q1 		$1.03M Hold
3,676
– – 0.12% 73
2022
Q4 		$969K Hold
3,676
– – 0.11% 79
2022
Q3 		$848K Sell
3,676
-95
-3% -$24.3K 0.11% 78
2022
Q2 		$931K Buy
3,771
+170
+5% +$41.9K 0.11% 75
2022
Q1 		$890K Hold
3,601
– – 0.09% 81
2021
Q4 		$965K Sell
3,601
-150
-4% -$37.9K 0.1% 83
2021
Q3 		$904K Sell
3,751
-456
-11% -$109K 0.1% 79
2021
Q2 		$972K Sell
4,207
-60
-1% -$14K 0.11% 75
2021
Q1 		$956K Sell
4,267
-75
-2% -$16K 0.12% 74
2020
Q4 		$932K Sell
4,342
-22
-0.5% -$4.78K 0.12% 77
2020
Q3 		$958K Sell
4,364
-11
-0.3% -$2.26K 0.13% 73
2020
Q2 		$807K Sell
4,375
-219
-5% -$40.2K 0.12% 69
2020
Q1 		$760K Sell
4,594
-237
-5% -$46.7K 0.13% 71
2019
Q4 		$955K Sell
4,831
-10
-0.2% -$1.98K 0.13% 75
2019
Q3 		$1.04M Sell
4,841
-18
-0.4% -$3.86K 0.15% 71
2019
Q2 		$1.01M Buy
4,859
+265
+6% +$52.5K 0.15% 73
2019
Q1 		$872K Buy
4,594
+44
+1% +$7.99K 0.13% 79
2018
Q4 		$808K Buy
4,550
+69
+2% +$12.2K 0.14% 82
2018
Q3 		$750K Sell
4,481
-4,150
-48% -$665K 0.11% 91
2018
Q2 		$1.35M Hold
8,631
– – 0.2% 73
2018
Q1 		$1.35M Sell
8,631
-893
-9% -$147K 0.21% 72
2017
Q4 		$1.64M Hold
9,524
– – 0.25% 71
2017
Q3 		$1.49M Buy
+9,524
New +$1.49M 0.25% 73

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Eagle Ridge Investment Management's MCD Position: Q4 2024 in Review

Eagle Ridge Investment Management held its McDonald's (MCD) position steady in Q4 2024 at 3,180 shares worth $922K. The position accounts for 0.08% of the portfolio, ranked #76.

Eagle Ridge Investment Management first reported a position in MCD in Q3 2017 and has held it in 30 quarters since. The position peaked at $1.64M in Q4 2017. 3,385 funds tracked by Wall St. Rank hold MCD as of Q4 2024.

  • Eagle Ridge Investment Management held 3,180 shares of McDonald's worth $922K as of Q4 2024.
  • Eagle Ridge Investment Management left its McDonald's share count unchanged in Q4 2024.
  • McDonald's made up 0.08% of Eagle Ridge Investment Management's portfolio in Q4 2024, its #76 holding.
  • Eagle Ridge Investment Management first reported a position in McDonald's in Q3 2017 and has held it in 30 quarters since.
  • Eagle Ridge Investment Management's McDonald's position peaked at $1.64M in Q4 2017.
  • 3,385 funds tracked by Wall St. Rank held McDonald's as of Q4 2024.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.