Echo Street Capital Management’s McDonald's MCD Stock Holding History

Echo Street Capital 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
2023 Q4	–	Sell	-24,455	Closed	-$6.44M	–	256
2023 Q3	$6.44M	Buy	24,455 +19,116	+358%	+$5.45M	0.06%	71
2023 Q2	$1.59M	Buy	+5,339	New	+$1.55M	0.01%	101
2023 Q1	–	Sell	-5,986	Closed	-$1.58M	–	560
2022 Q4	$1.58M	Buy	5,986 +1,052	+21%	+$278K	0.02%	110
2022 Q3	$1.14M	Buy	4,934 +3,894	+374%	+$995K	0.01%	145
2022 Q2	$257K	Sell	1,040 -10,022	-91%	-$2.47M	﹤0.01%	456
2022 Q1	$2.73M	Buy	11,062 +9,406	+568%	+$2.34M	0.02%	119
2021 Q4	$444K	Buy	+1,656	New	+$418K	﹤0.01%	439
2021 Q3	–	Sell	-3,262	Closed	-$753K	–	700
2021 Q2	$753K	Buy	+3,262	New	+$759K	0.01%	256
2021 Q1	–	Sell	-4,169	Closed	-$895K	–	564
2020 Q4	$895K	Buy	+4,169	New	+$907K	0.01%	177
2014 Q1	–	Sell	-82,500	Closed	-$8.01M	–	133
2013 Q4	$8.01M	Buy	82,500 +45,500	+123%	+$4.37M	0.79%	44
2013 Q3	$3.56M	Buy	+37,000	New	+$3.61M	0.45%	56

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Echo Street Capital Management's MCD Position: Q4 2023 in Review

Echo Street Capital Management sold out of McDonald's (MCD) in Q4 2023, closing a stake of 24,455 shares — an estimated $6.44M sold.

Echo Street Capital Management first reported a position in MCD in Q3 2013 and held it in 11 quarters. The position peaked at $8.01M in Q4 2013. 3,186 funds tracked by Wall St. Rank hold MCD as of Q4 2023.

Echo Street Capital Management reported no remaining McDonald's position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 24,455 McDonald's shares in Q4 2023, an estimated $6.44M.
Echo Street Capital Management first reported a position in McDonald's in Q3 2013 and held it in 11 quarters.
Echo Street Capital Management's McDonald's position peaked at $8.01M in Q4 2013.
3,186 funds tracked by Wall St. Rank held McDonald's as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.