Hyperion Partners’s McDonald's MCD Stock Holding History

Hyperion Partners’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	$267K	Sell	878 -20	-2%	-$5.51K	0.17%	56
2024 Q2	$229K	Buy	898 +23	+3%	+$6.1K	0.16%	60
2024 Q1	$247K	Buy	875 +1	+0.1%	+$291	0.18%	56
2023 Q4	$259K	Sell	874 -611	-41%	-$166K	0.21%	51
2023 Q3	$391K	Sell	1,485 -9	-0.6%	-$2.57K	0.34%	38
2023 Q2	$446K	Buy	1,494 +1	+0.1%	+$291	0.38%	34
2023 Q1	$418K	Buy	1,493 +101	+7%	+$27.1K	0.38%	32
2022 Q4	$367K	Buy	+1,392	New	+$367K	0.35%	36

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Hyperion Partners's MCD Position: Q3 2024 in Review

Hyperion Partners reduced its McDonald's (MCD) stake by 2.2% in Q3 2024, selling an estimated $5.51K and leaving 878 shares worth $267K. The position accounts for 0.17% of the portfolio, ranked #56.

Hyperion Partners first reported a position in MCD in Q4 2022 and has held it in 8 quarters since. The position peaked at $446K in Q2 2023. 3,168 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

Hyperion Partners held 878 shares of McDonald's worth $267K as of Q3 2024.
Hyperion Partners sold 20 McDonald's shares in Q3 2024, an estimated $5.51K.
McDonald's made up 0.17% of Hyperion Partners's portfolio in Q3 2024, its #56 holding.
Hyperion Partners first reported a position in McDonald's in Q4 2022 and has held it in 8 quarters since.
Hyperion Partners's McDonald's position peaked at $446K in Q2 2023.
3,168 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on Hyperion Partners's 13F filing for Q3 2024, filed 9 Oct 2024.