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L & S Advisors’s McDonald's MCD Stock Holding History

L & S Advisors’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
Q1 		– Sell
-18,940
Closed -$5.62M – 348
2023
Q4 		$5.62M Buy
18,940
+1,315
+7% +$358K 0.68% 49
2023
Q3 		$4.64M Buy
+17,625
New +$5.03M 0.67% 53
2023
Q2 		– Sell
-23,442
Closed -$6.55M – 335
2023
Q1 		$6.55M Buy
+23,442
New +$6.28M 0.92% 31
2022
Q2 		– Sell
-19,981
Closed -$4.94M – 276
2022
Q1 		$4.94M Sell
19,981
-1,127
-5% -$281K 0.59% 63
2021
Q4 		$5.66M Buy
21,108
+666
+3% +$168K 0.61% 54
2021
Q3 		$4.93M Buy
+20,442
New +$4.88M 0.53% 55
2021
Q1 		– Sell
-14,362
Closed -$3.08M – 372
2020
Q4 		$3.08M Sell
14,362
-11,971
-45% -$2.6M 0.36% 89
2020
Q3 		$5.78M Buy
26,333
+13,537
+106% +$2.78M 0.79% 31
2020
Q2 		$2.36M Buy
+12,796
New +$2.35M 0.35% 84
2020
Q1 		– Sell
-21,024
Closed -$4.16M – 281
2019
Q4 		$4.16M Buy
21,024
+75
+0.4% +$14.9K 0.53% 48
2019
Q3 		$4.5M Sell
20,949
-17,656
-46% -$3.79M 0.63% 46
2019
Q2 		$8.02M Sell
38,605
-405
-1% -$80.2K 1.06% 18
2019
Q1 		$7.41M Sell
39,010
-2,509
-6% -$455K 1% 25
2018
Q4 		$7.37M Buy
41,519
+33,466
+416% +$5.94M 1.38% 15
2018
Q3 		$1.35M Sell
8,053
-11,270
-58% -$1.81M 0.17% 122
2018
Q2 		$3.03M Buy
19,323
+11,504
+147% +$1.87M 0.51% 58
2018
Q1 		$1.22M Buy
7,819
+170
+2% +$28K 0.23% 104
2017
Q4 		$1.32M Sell
7,649
-180
-2% -$30.2K 0.2% 107
2017
Q3 		$1.23M Sell
7,829
-21,668
-73% -$3.4M 0.21% 104
2017
Q2 		$4.52M Buy
+29,497
New +$4.26M 0.79% 41

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

L & S Advisors's MCD Position: Q1 2024 in Review

L & S Advisors sold out of McDonald's (MCD) in Q1 2024, closing a stake of 18,940 shares — an estimated $5.62M sold.

L & S Advisors first reported a position in MCD in Q2 2017 and held it in 20 quarters. The position peaked at $8.02M in Q2 2019. 3,165 funds tracked by Wall St. Rank hold MCD as of Q1 2024.

  • L & S Advisors reported no remaining McDonald's position as of Q1 2024 after selling out during the quarter.
  • L & S Advisors sold 18,940 McDonald's shares in Q1 2024, an estimated $5.62M.
  • L & S Advisors first reported a position in McDonald's in Q2 2017 and held it in 20 quarters.
  • L & S Advisors's McDonald's position peaked at $8.02M in Q2 2019.
  • 3,165 funds tracked by Wall St. Rank held McDonald's as of Q1 2024.

Based on L & S Advisors's 13F filing for Q1 2024, filed 10 May 2024.