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Gunn & Company Investment Management’s McDonald's MCD Stock Holding History

Gunn & Company Investment 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
Q3 		$4.18M Sell
13,741
-161,923
-92% -$44.6M 2.88% 10
2024
Q2 		$44.8M Buy
175,664
+162,158
+1,201% +$43M 2.65% 12
2024
Q1 		$3.81M Sell
13,506
-154,913
-92% -$45.1M 2.86% 11
2023
Q4 		$49.9M Buy
168,419
+155,138
+1,168% +$42.2M 3.29% 10
2023
Q3 		$3.5M Buy
+13,281
New +$3.79M 3.08% 10

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

Gunn & Company Investment Management's MCD Position: Q3 2024 in Review

Gunn & Company Investment Management reduced its McDonald's (MCD) stake by 92% in Q3 2024, selling an estimated $44.6M and leaving 13,741 shares worth $4.18M. The position accounts for 2.88% of the portfolio, ranked #10.

Gunn & Company Investment Management first reported a position in MCD in Q3 2023 and has held it in 5 quarters since. The position peaked at $49.9M in Q4 2023. 3,164 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

  • Gunn & Company Investment Management held 13,741 shares of McDonald's worth $4.18M as of Q3 2024.
  • Gunn & Company Investment Management sold 161,923 McDonald's shares in Q3 2024, an estimated $44.6M.
  • McDonald's made up 2.88% of Gunn & Company Investment Management's portfolio in Q3 2024, its #10 holding.
  • Gunn & Company Investment Management first reported a position in McDonald's in Q3 2023 and has held it in 5 quarters since.
  • Gunn & Company Investment Management's McDonald's position peaked at $49.9M in Q4 2023.
  • 3,164 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on Gunn & Company Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.