Guidance Capital’s McDonald's MCD Stock Holding History

Guidance 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 Q4	–	Sell	-3,356	Closed	-$1.06M	–	216
2024 Q3	$1.06M	Buy	3,356 +31	+0.9%	+$8.54K	0.33%	62
2024 Q2	$882K	Buy	3,325 +350	+12%	+$92.9K	0.29%	77
2024 Q1	$792K	Buy	2,975 +472	+19%	+$137K	0.29%	74
2023 Q4	$743K	Buy	2,503 +82	+3%	+$22.3K	0.3%	68
2023 Q3	$616K	Buy	2,421 +60	+3%	+$17.1K	0.28%	66
2023 Q2	$681K	Buy	+2,361	New	+$686K	0.3%	62

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

Guidance Capital's MCD Position: Q4 2024 in Review

Guidance Capital sold out of McDonald's (MCD) in Q4 2024, closing a stake of 3,356 shares — an estimated $1.06M sold.

Guidance Capital first reported a position in MCD in Q2 2023 and held it in 6 quarters. The position peaked at $1.06M in Q3 2024. 3,386 funds tracked by Wall St. Rank hold MCD as of Q4 2024.

Guidance Capital reported no remaining McDonald's position as of Q4 2024 after selling out during the quarter.
Guidance Capital sold 3,356 McDonald's shares in Q4 2024, an estimated $1.06M.
Guidance Capital first reported a position in McDonald's in Q2 2023 and held it in 6 quarters.
Guidance Capital's McDonald's position peaked at $1.06M in Q3 2024.
3,386 funds tracked by Wall St. Rank held McDonald's as of Q4 2024.

Based on Guidance Capital's 13F filing for Q4 2024, filed 27 Jan 2025.