EntryPoint Capital’s McDonald's MCD Stock Holding History

EntryPoint Capital’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	-303	Closed	-$77.2K	–	924
2024 Q2	$77.2K	Buy	303 +23	+8%	+$6.1K	0.11%	412
2024 Q1	$78.9K	Sell	280 -55	-16%	-$16K	0.07%	544
2023 Q4	$99.3K	Buy	+335	New	+$91.2K	0.1%	384

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

EntryPoint Capital's MCD Position: Q3 2024 in Review

EntryPoint Capital sold out of McDonald's (MCD) in Q3 2024, closing a stake of 303 shares — an estimated $77.2K sold.

EntryPoint Capital first reported a position in MCD in Q4 2023 and held it in 3 quarters. The position peaked at $99.3K in Q4 2023. 3,163 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

EntryPoint Capital reported no remaining McDonald's position as of Q3 2024 after selling out during the quarter.
EntryPoint Capital sold 303 McDonald's shares in Q3 2024, an estimated $77.2K.
EntryPoint Capital first reported a position in McDonald's in Q4 2023 and held it in 3 quarters.
EntryPoint Capital's McDonald's position peaked at $99.3K in Q4 2023.
3,163 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on EntryPoint Capital's 13F filing for Q3 2024, filed 13 Nov 2024.