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Forte Capital’s McDonald's MCD Stock Holding History

Forte 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
Q2 		– Sell
-851
Closed -$240K – 236
2024
Q1 		$240K Sell
851
-55
-6% -$16K 0.03% 220
2023
Q4 		$269K Sell
906
-100
-10% -$27.2K 0.04% 197
2023
Q3 		$265K Buy
1,006
+34
+3% +$9.7K 0.04% 186
2023
Q2 		$290K Sell
972
-60
-6% -$17.4K 0.04% 178
2023
Q1 		$289K Sell
1,032
-25
-2% -$6.7K 0.04% 176
2022
Q4 		$279K Sell
1,057
-50
-5% -$13.2K 0.05% 173
2022
Q3 		$255K Sell
1,107
-30
-3% -$7.67K 0.05% 166
2022
Q2 		$281K Sell
1,137
-115
-9% -$28.3K 0.05% 164
2022
Q1 		$336K Hold
1,252
– – 0.04% 172
2021
Q4 		$336K Sell
1,252
-47
-4% -$11.9K 0.04% 172
2021
Q3 		$313K Sell
1,299
-1
-0.1% -$239 0.04% 177
2021
Q2 		$300K Buy
1,300
+131
+11% +$30.5K 0.04% 182
2021
Q1 		$262K Sell
1,169
-11
-0.9% -$2.35K 0.04% 184
2020
Q4 		$253K Sell
1,180
-98
-8% -$21.3K 0.04% 179
2020
Q3 		$281K Sell
1,278
-202
-14% -$41.5K 0.05% 159
2020
Q2 		$255K Buy
+1,480
New +$271K 0.05% 157

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

Forte Capital's MCD Position: Q2 2024 in Review

Forte Capital sold out of McDonald's (MCD) in Q2 2024, closing a stake of 851 shares — an estimated $240K sold.

Forte Capital first reported a position in MCD in Q2 2020 and held it in 16 quarters. The position peaked at $336K in Q1 2022. 3,078 funds tracked by Wall St. Rank hold MCD as of Q2 2024.

  • Forte Capital reported no remaining McDonald's position as of Q2 2024 after selling out during the quarter.
  • Forte Capital sold 851 McDonald's shares in Q2 2024, an estimated $240K.
  • Forte Capital first reported a position in McDonald's in Q2 2020 and held it in 16 quarters.
  • Forte Capital's McDonald's position peaked at $336K in Q1 2022.
  • 3,078 funds tracked by Wall St. Rank held McDonald's as of Q2 2024.

Based on Forte Capital's 13F filing for Q2 2024, filed 13 Aug 2024.