H
MCD icon

HoyleCohen’s McDonald's MCD Stock Holding History

HoyleCohen’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 		$5.11M Buy
20,055
+9
+0% +$2.39K 0.39% 67
2024
Q1 		$5.65M Buy
20,046
+15
+0.1% +$4.36K 0.43% 62
2023
Q4 		$5.94M Buy
20,031
+334
+2% +$90.9K 0.49% 59
2023
Q3 		$5.19M Buy
19,697
+279
+1% +$79.6K 0.48% 59
2023
Q2 		$5.79M Sell
19,418
-32
-0.2% -$9.3K 0.51% 57
2023
Q1 		$5.44M Buy
19,450
+102
+0.5% +$27.3K 0.51% 60
2022
Q4 		$5.1M Buy
19,348
+1,239
+7% +$327K 0.51% 60
2022
Q3 		$4.18M Sell
18,109
-15
-0.1% -$3.83K 0.46% 63
2022
Q2 		$4.47M Sell
18,124
-56
-0.3% -$13.8K 0.47% 62
2022
Q1 		$4.5M Buy
18,180
+161
+0.9% +$40.1K 0.38% 70
2021
Q4 		$4.83M Sell
18,019
-315
-2% -$79.5K 0.4% 69
2021
Q3 		$4.42M Sell
18,334
-25
-0.1% -$5.97K 0.42% 70
2021
Q2 		$4.24K Hold
18,359
– – 0.33% 74
2021
Q1 		$4.12M Buy
18,359
+281
+2% +$60.1K 0.42% 73
2020
Q4 		$3.88M Buy
18,078
+170
+0.9% +$37K 0.45% 68
2020
Q3 		$3.93M Sell
17,908
-555
-3% -$114K 0.58% 50
2020
Q2 		$3.41M Sell
18,463
-100
-0.5% -$18.3K 0.57% 50
2020
Q1 		$3.07M Sell
18,563
-135
-0.7% -$26.6K 0.61% 49
2019
Q4 		$3.69M Buy
18,698
+265
+1% +$52.6K 0.59% 50
2019
Q3 		$3.96M Sell
18,433
-75
-0.4% -$16.1K 0.68% 45
2019
Q2 		$3.84M Sell
18,508
-50
-0.3% -$9.9K 0.67% 45
2019
Q1 		$3.52M Buy
18,558
+85
+0.5% +$15.4K 0.62% 47
2018
Q4 		$3.28M Sell
18,473
-407
-2% -$72.2K 0.67% 47
2018
Q3 		$3.16M Sell
18,880
-343
-2% -$55K 0.6% 48
2018
Q2 		$3.01M Sell
19,223
-216
-1% -$35K 0.61% 49
2018
Q1 		$3.04M Sell
19,439
-300
-2% -$49.4K 0.62% 50
2017
Q4 		$3.4M Buy
+19,739
New +$3.31M 0.67% 48

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

HoyleCohen's MCD Position: Q2 2024 in Review

HoyleCohen increased its McDonald's (MCD) stake by 0.04% in Q2 2024, buying an estimated $2.39K and bringing the position to 20,055 shares worth $5.11M. The position accounts for 0.39% of the portfolio, ranked #67.

HoyleCohen first reported a position in MCD in Q4 2017 and has held it in 27 quarters since. The position peaked at $5.94M in Q4 2023. 3,078 funds tracked by Wall St. Rank hold MCD as of Q2 2024.

  • HoyleCohen held 20,055 shares of McDonald's worth $5.11M as of Q2 2024.
  • HoyleCohen bought 9 McDonald's shares in Q2 2024, an estimated $2.39K.
  • McDonald's made up 0.39% of HoyleCohen's portfolio in Q2 2024, its #67 holding.
  • HoyleCohen first reported a position in McDonald's in Q4 2017 and has held it in 27 quarters since.
  • HoyleCohen's McDonald's position peaked at $5.94M in Q4 2023.
  • 3,078 funds tracked by Wall St. Rank held McDonald's as of Q2 2024.

Based on HoyleCohen's 13F filing for Q2 2024, filed 19 Jul 2024.