Freemont Management’s McDonald's MCD Stock Holding History

Freemont 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
2024 Q2	–	Sell	-17,500	Closed	-$4.93M	–	84
2024 Q1	$4.93M	Sell	17,500 -5,500	-24%	-$1.6M	0.7%	49
2023 Q4	$6.82M	Hold	23,000	–	–	0.86%	37
2023 Q3	$6.06M	Sell	23,000 -3,900	-14%	-$1.11M	0.9%	41
2023 Q2	$8.03M	Hold	26,900	–	–	0.97%	36
2023 Q1	$7.52M	Hold	26,900	–	–	1.06%	34
2022 Q4	$7.09M	Hold	26,900	–	–	1.11%	34
2022 Q3	$6.21M	Sell	26,900 -700	-3%	-$179K	1.13%	31
2022 Q2	$6.81M	Sell	27,600 -1,400	-5%	-$345K	1.18%	29
2022 Q1	$7.17M	Buy	+29,000	New	+$7.22M	1.08%	36
2021 Q4	–	Sell	-42,000	Closed	-$10.1M	–	97
2021 Q3	$10.1M	Buy	42,000 +100	+0.2%	+$23.9K	1.34%	24
2021 Q2	$9.68M	Hold	41,900	–	–	1.39%	23
2021 Q1	$9.39M	Hold	41,900	–	–	1.53%	23
2020 Q4	$8.99M	Buy	+41,900	New	+$9.11M	1.67%	27

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Freemont Management's MCD Position: Q2 2024 in Review

Freemont Management sold out of McDonald's (MCD) in Q2 2024, closing a stake of 17,500 shares — an estimated $4.93M sold.

Freemont Management first reported a position in MCD in Q4 2020 and held it in 13 quarters. The position peaked at $10.1M in Q3 2021. 3,078 funds tracked by Wall St. Rank hold MCD as of Q2 2024.

Freemont Management reported no remaining McDonald's position as of Q2 2024 after selling out during the quarter.
Freemont Management sold 17,500 McDonald's shares in Q2 2024, an estimated $4.93M.
Freemont Management first reported a position in McDonald's in Q4 2020 and held it in 13 quarters.
Freemont Management's McDonald's position peaked at $10.1M in Q3 2021.
3,078 funds tracked by Wall St. Rank held McDonald's as of Q2 2024.

Based on Freemont Management's 13F filing for Q2 2024, filed 7 Aug 2024.