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Fort LP’s McDonald's MCD Stock Holding History

Fort LP’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
Q2 		– Sell
-923
Closed -$260K – 142
2024
Q1 		$260K Sell
923
-113
-11% -$32.9K 0.65% 71
2023
Q4 		$307K Sell
1,036
-54
-5% -$14.7K 0.76% 26
2023
Q3 		$287K Sell
1,090
-7
-0.6% -$2K 0.79% 35
2023
Q2 		$327K Sell
1,097
-93
-8% -$27K 0.87% 14
2023
Q1 		$333K Sell
1,190
-128
-10% -$34.3K 0.86% 21
2022
Q4 		$347K Buy
1,318
+225
+21% +$59.4K 0.53% 104
2022
Q3 		$252K Sell
1,093
-57
-5% -$14.6K 0.31% 172
2022
Q2 		$284K Buy
+1,150
New +$283K 0.19% 211
2020
Q4 		– Sell
-953
Closed -$209K – 288
2020
Q3 		$209K Sell
953
-1,295
-58% -$266K 0.09% 286
2020
Q2 		$415K Sell
2,248
-4,807
-68% -$881K 0.22% 191
2020
Q1 		$1.17M Sell
7,055
-744
-10% -$147K 0.26% 178
2019
Q4 		$1.54M Buy
7,799
+2,316
+42% +$459K 0.27% 183
2019
Q3 		$1.18M Buy
5,483
+3,826
+231% +$820K 0.22% 196
2019
Q2 		$344K Sell
1,657
-340
-17% -$67.3K 0.07% 265
2019
Q1 		$379K Buy
1,997
+1,703
+579% +$309K 0.08% 258
2018
Q4 		$52K Sell
294
-32
-10% -$5.67K 0.01% 349
2018
Q3 		$55K Buy
+326
New +$52.2K 0.01% 326

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

Fort LP's MCD Position: Q2 2024 in Review

Fort LP sold out of McDonald's (MCD) in Q2 2024, closing a stake of 923 shares — an estimated $260K sold.

Fort LP first reported a position in MCD in Q3 2018 and held it in 17 quarters. The position peaked at $1.54M in Q4 2019. 3,078 funds tracked by Wall St. Rank hold MCD as of Q2 2024.

  • Fort LP reported no remaining McDonald's position as of Q2 2024 after selling out during the quarter.
  • Fort LP sold 923 McDonald's shares in Q2 2024, an estimated $260K.
  • Fort LP first reported a position in McDonald's in Q3 2018 and held it in 17 quarters.
  • Fort LP's McDonald's position peaked at $1.54M in Q4 2019.
  • 3,078 funds tracked by Wall St. Rank held McDonald's as of Q2 2024.

Based on Fort LP's 13F filing for Q2 2024, filed 13 Aug 2024.