Kepos Capital’s McDonald's MCD Stock Holding History

Kepos 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
2024 Q4	–	Sell	-102	Closed	-$31K	–	146
2024 Q3	$31K	Sell	102 -32	-24%	-$8.82K	0.01%	187
2024 Q2	$34K	Sell	134 -2	-1%	-$531	0.01%	191
2024 Q1	$38K	Buy	+136	New	+$39.6K	0.01%	206
2023 Q3	–	Sell	-138	Closed	-$41K	–	302
2023 Q2	$41K	Buy	+138	New	+$40.1K	0.01%	235
2022 Q4	$38K	Buy	+145	New	+$38.3K	0.01%	267
2019 Q2	–	Sell	-32,307	Closed	-$6.13M	–	369
2019 Q1	$6.13M	Buy	+32,307	New	+$5.86M	0.46%	55
2018 Q3	–	Sell	-41,291	Closed	-$6.47M	–	392
2018 Q2	$6.47M	Buy	41,291 +14,287	+53%	+$2.32M	0.33%	58
2018 Q1	$4.22M	Sell	27,004 -727	-3%	-$120K	0.25%	91
2017 Q4	$4.77M	Buy	27,731 +6,538	+31%	+$1.1M	0.43%	31
2017 Q3	$3.32M	Buy	+21,193	New	+$3.32M	0.56%	13

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Kepos Capital's MCD Position: Q4 2024 in Review

Kepos Capital sold out of McDonald's (MCD) in Q4 2024, closing a stake of 102 shares — an estimated $31K sold.

Kepos Capital first reported a position in MCD in Q3 2017 and held it in 10 quarters. The position peaked at $6.47M in Q2 2018. 3,385 funds tracked by Wall St. Rank hold MCD as of Q4 2024.

Kepos Capital reported no remaining McDonald's position as of Q4 2024 after selling out during the quarter.
Kepos Capital sold 102 McDonald's shares in Q4 2024, an estimated $31K.
Kepos Capital first reported a position in McDonald's in Q3 2017 and held it in 10 quarters.
Kepos Capital's McDonald's position peaked at $6.47M in Q2 2018.
3,385 funds tracked by Wall St. Rank held McDonald's as of Q4 2024.

Based on Kepos Capital's 13F filing for Q4 2024, filed 11 Feb 2025.