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Edge Capital Group’s McDonald's MCD Stock Holding History

Edge Capital Group’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 		$1.27M Buy
4,388
+894
+26% +$267K 0.06% 150
2024
Q3 		$1.06M Buy
3,494
+122
+4% +$33.6K 0.05% 157
2024
Q2 		$859K Buy
3,372
+16
+0.5% +$4.25K 0.04% 180
2024
Q1 		$946K Sell
3,356
-67
-2% -$19.5K 0.05% 169
2023
Q4 		$1.01M Buy
3,423
+309
+10% +$84.1K 0.06% 161
2023
Q3 		$820K Sell
3,114
-7,048
-69% -$2.01M 0.05% 162
2023
Q2 		$3.03M Buy
10,162
+350
+4% +$102K 0.17% 109
2023
Q1 		$2.74M Buy
9,812
+6,701
+215% +$1.8M 0.17% 109
2022
Q4 		$820K Sell
3,111
-38
-1% -$10K 0.06% 155
2022
Q3 		$726K Sell
3,149
-34
-1% -$8.69K 0.06% 156
2022
Q2 		$786K Buy
3,183
+19
+0.6% +$4.68K 0.07% 156
2022
Q1 		$782K Sell
3,164
-57
-2% -$14.2K 0.05% 165
2021
Q4 		$863K Sell
3,221
-8,849
-73% -$2.23M 0.06% 155
2021
Q3 		$2.91M Buy
12,070
+625
+5% +$149K 0.23% 81
2021
Q2 		$2.64M Sell
11,445
-14
-0.1% -$3.26K 0.21% 84
2021
Q1 		$2.57M Sell
11,459
-2,007
-15% -$429K 0.22% 85
2020
Q4 		$2.89M Buy
13,466
+646
+5% +$140K 0.24% 77
2020
Q3 		$2.81M Buy
12,820
+40
+0.3% +$8.21K 0.28% 71
2020
Q2 		$2.36M Buy
12,780
+540
+4% +$99K 0.25% 81
2020
Q1 		$2.02M Buy
12,240
+6,941
+131% +$1.37M 0.24% 78
2019
Q4 		$1.05M Buy
5,299
+2,175
+70% +$431K 0.1% 120
2019
Q3 		$671K Sell
3,124
-433
-12% -$92.8K 0.07% 146
2019
Q2 		$739K Buy
3,557
+572
+19% +$113K 0.07% 148
2019
Q1 		$567K Sell
2,985
-675
-18% -$122K 0.06% 163
2018
Q4 		$650K Buy
+3,660
New +$649K 0.07% 138

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

Edge Capital Group's MCD Position: Q4 2024 in Review

Edge Capital Group increased its McDonald's (MCD) stake by 26% in Q4 2024, buying an estimated $267K and bringing the position to 4,388 shares worth $1.27M. The position accounts for 0.06% of the portfolio, ranked #150.

Edge Capital Group first reported a position in MCD in Q4 2018 and has held it in 25 quarters since. The position peaked at $3.03M in Q2 2023. 3,385 funds tracked by Wall St. Rank hold MCD as of Q4 2024.

  • Edge Capital Group held 4,388 shares of McDonald's worth $1.27M as of Q4 2024.
  • Edge Capital Group bought 894 McDonald's shares in Q4 2024, an estimated $267K.
  • McDonald's made up 0.06% of Edge Capital Group's portfolio in Q4 2024, its #150 holding.
  • Edge Capital Group first reported a position in McDonald's in Q4 2018 and has held it in 25 quarters since.
  • Edge Capital Group's McDonald's position peaked at $3.03M in Q2 2023.
  • 3,385 funds tracked by Wall St. Rank held McDonald's as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.