Fulcrum Equity Management’s McDonald's MCD Stock Holding History

Fulcrum Equity 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 Q4	–	Sell	-1,095	Closed	-$333K	–	137
2024 Q3	$333K	Sell	1,095 -3	-0.3%	-$827	0.28%	107
2024 Q2	$280K	Buy	1,098 +224	+26%	+$59.4K	0.25%	113
2024 Q1	$247K	Buy	874 +138	+19%	+$40.1K	0.29%	100
2023 Q4	$218K	Sell	736 -197	-21%	-$53.6K	0.27%	90
2023 Q3	$246K	Buy	+933	New	+$266K	0.29%	86
2019 Q2	–	Sell	-1,703	Closed	-$323K	–	107
2019 Q1	$323K	Hold	1,703	–	–	0.11%	65
2018 Q4	$302K	Buy	+1,703	New	+$302K	0.11%	48

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

Fulcrum Equity Management's MCD Position: Q4 2024 in Review

Fulcrum Equity Management sold out of McDonald's (MCD) in Q4 2024, closing a stake of 1,095 shares — an estimated $333K sold.

Fulcrum Equity Management first reported a position in MCD in Q4 2018 and held it in 7 quarters. The position peaked at $333K in Q3 2024. 3,385 funds tracked by Wall St. Rank hold MCD as of Q4 2024.

Fulcrum Equity Management reported no remaining McDonald's position as of Q4 2024 after selling out during the quarter.
Fulcrum Equity Management sold 1,095 McDonald's shares in Q4 2024, an estimated $333K.
Fulcrum Equity Management first reported a position in McDonald's in Q4 2018 and held it in 7 quarters.
Fulcrum Equity Management's McDonald's position peaked at $333K in Q3 2024.
3,385 funds tracked by Wall St. Rank held McDonald's as of Q4 2024.

Based on Fulcrum Equity Management's 13F filing for Q4 2024, filed 24 Mar 2025.