Karpas Strategies’s McDonald's MCD Stock Holding History

Karpas Strategies’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	$642K	Buy	2,519 +13	+0.5%	+$3.45K	0.2%	71
2024 Q1	$707K	Buy	2,506 +12	+0.5%	+$3.49K	0.22%	68
2023 Q4	$740K	Buy	2,494 +11	+0.4%	+$2.99K	0.24%	66
2023 Q3	$654K	Sell	2,483 -403	-14%	-$115K	0.24%	67
2023 Q2	$861K	Buy	2,886 +12	+0.4%	+$3.49K	0.29%	64
2023 Q1	$804K	Sell	2,874 -12	-0.4%	-$3.21K	0.28%	68
2022 Q4	$761K	Buy	2,886 +13	+0.5%	+$3.43K	0.27%	67
2022 Q3	$663K	Sell	2,873 -18	-0.6%	-$4.6K	0.25%	67
2022 Q2	$714K	Buy	2,891 +13	+0.5%	+$3.2K	0.25%	68
2022 Q1	$712K	Buy	2,878 +13	+0.5%	+$3.24K	0.22%	73
2021 Q4	$768K	Hold	2,865	–	–	0.25%	69
2021 Q3	$714K	Sell	2,865 -60	-2%	-$14.3K	0.24%	68
2021 Q2	$676K	Hold	2,925	–	–	0.24%	68
2021 Q1	$656K	Hold	2,925	–	–	0.25%	66
2020 Q4	$628K	Hold	2,925	–	–	0.25%	73
2020 Q3	$642K	Sell	2,925 -250	-8%	-$51.3K	0.3%	63
2020 Q2	$586K	Hold	3,175	–	–	0.28%	65
2020 Q1	$525K	Sell	3,175 -250	-7%	-$49.3K	0.28%	63
2019 Q4	$677K	Hold	3,425	–	–	0.25%	70
2019 Q3	$735K	Hold	3,425	–	–	0.3%	64
2019 Q2	$711K	Hold	3,425	–	–	0.3%	66
2019 Q1	$650K	Hold	3,425	–	–	0.27%	68
2018 Q4	$608K	Hold	3,425	–	–	0.28%	65
2018 Q3	$573K	Hold	3,425	–	–	0.24%	71
2018 Q2	$537K	Hold	3,425	–	–	0.23%	73
2018 Q1	$536K	Sell	3,425 -75	-2%	-$12.3K	0.23%	73
2017 Q4	$602K	Sell	3,500 -750	-18%	-$126K	0.26%	72
2017 Q3	$666K	Hold	4,250	–	–	0.29%	68
2017 Q2	$651K	Sell	4,250 -150	-3%	-$21.7K	0.29%	65
2017 Q1	$570K	Sell	4,400 -150	-3%	-$18.8K	0.26%	72
2016 Q4	$554K	Hold	4,550	–	–	0.26%	69
2016 Q3	$525K	Hold	4,550	–	–	0.26%	71
2016 Q2	$548K	Hold	4,550	–	–	0.27%	69
2016 Q1	$572K	Hold	4,550	–	–	0.3%	65
2015 Q4	$538K	Hold	4,550	–	–	0.28%	65
2015 Q3	$448K	Hold	4,550	–	–	0.25%	75
2015 Q2	$433K	Hold	4,550	–	–	0.22%	81
2015 Q1	$443K	Hold	4,550	–	–	0.21%	81
2014 Q4	$426K	Hold	4,550	–	–	0.2%	82
2014 Q3	$431K	Hold	4,550	–	–	0.22%	82
2014 Q2	$458K	Hold	4,550	–	–	0.23%	78
2014 Q1	$446K	Hold	4,550	–	–	0.24%	75
2013 Q4	$441K	Hold	4,550	–	–	0.24%	73
2013 Q3	$438K	Hold	4,550	–	–	0.26%	72
2013 Q2	$450K	Buy	+4,550	New	+$456K	0.28%	71

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Karpas Strategies's MCD Position: Q2 2024 in Review

Karpas Strategies increased its McDonald's (MCD) stake by 0.52% in Q2 2024, buying an estimated $3.45K and bringing the position to 2,519 shares worth $642K. The position accounts for 0.2% of the portfolio, ranked #71.

Karpas Strategies first reported a position in MCD in Q2 2013 and has held it in 45 quarters since. The position peaked at $861K in Q2 2023. 3,079 funds tracked by Wall St. Rank hold MCD as of Q2 2024.

Karpas Strategies held 2,519 shares of McDonald's worth $642K as of Q2 2024.
Karpas Strategies bought 13 McDonald's shares in Q2 2024, an estimated $3.45K.
McDonald's made up 0.2% of Karpas Strategies's portfolio in Q2 2024, its #71 holding.
Karpas Strategies first reported a position in McDonald's in Q2 2013 and has held it in 45 quarters since.
Karpas Strategies's McDonald's position peaked at $861K in Q2 2023.
3,079 funds tracked by Wall St. Rank held McDonald's as of Q2 2024.

Based on Karpas Strategies's 13F filing for Q2 2024, filed 30 Jul 2024.