Jackson Square Capital’s McDonald's MCD Stock Holding History

Jackson Square 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
2023 Q4	–	Sell	-1,153	Closed	-$304K	–	125
2023 Q3	$304K	Sell	1,153 -1,143	-50%	-$326K	0.12%	96
2023 Q2	$685K	Buy	+2,296	New	+$667K	0.28%	67
2020 Q4	–	Sell	-395	Closed	-$87K	–	260
2020 Q3	$87K	Hold	395	–	–	0.04%	163
2020 Q2	$73K	Hold	395	–	–	0.04%	149
2020 Q1	$65K	Sell	395 -139	-26%	-$27.4K	0.05%	110
2019 Q4	$106K	Buy	+534	New	+$106K	0.06%	118

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jackson Square Capital's MCD Position: Q4 2023 in Review

Jackson Square Capital sold out of McDonald's (MCD) in Q4 2023, closing a stake of 1,153 shares — an estimated $304K sold.

Jackson Square Capital first reported a position in MCD in Q4 2019 and held it in 6 quarters. The position peaked at $685K in Q2 2023. 3,185 funds tracked by Wall St. Rank hold MCD as of Q4 2023.

Jackson Square Capital reported no remaining McDonald's position as of Q4 2023 after selling out during the quarter.
Jackson Square Capital sold 1,153 McDonald's shares in Q4 2023, an estimated $304K.
Jackson Square Capital first reported a position in McDonald's in Q4 2019 and held it in 6 quarters.
Jackson Square Capital's McDonald's position peaked at $685K in Q2 2023.
3,185 funds tracked by Wall St. Rank held McDonald's as of Q4 2023.

Based on Jackson Square Capital's 13F filing for Q4 2023, filed 9 Jan 2024.