Lewis Capital Management’s McDonald's MCD Stock Holding History

Lewis Capital Management’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 Q3	$1.03M	Sell	3,923 -8	-0.2%	-$2.28K	1.61%	13
2023 Q2	$1.17M	Hold	3,931	–	–	1.68%	12
2023 Q1	$1.1M	Hold	3,931	–	–	1.65%	15
2022 Q4	$1.04M	Sell	3,931 -280	-7%	-$73.9K	1.59%	16
2022 Q3	$972K	Hold	4,211	–	–	1.49%	19
2022 Q2	$1.04M	Hold	4,211	–	–	1.49%	19
2022 Q1	$1.04M	Hold	4,211	–	–	1.18%	22
2021 Q4	$1.13M	Buy	+4,211	New	+$1.06M	1.18%	22

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Norges Bank Oslo, Norway $935B AUM

Lewis Capital Management's MCD Position: Q3 2023 in Review

Lewis Capital Management reduced its McDonald's (MCD) stake by 0.2% in Q3 2023, selling an estimated $2.28K and leaving 3,923 shares worth $1.03M. The position accounts for 1.61% of the portfolio, ranked #13.

Lewis Capital Management first reported a position in MCD in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.17M in Q2 2023. 2,993 funds tracked by Wall St. Rank hold MCD as of Q3 2023.

Lewis Capital Management held 3,923 shares of McDonald's worth $1.03M as of Q3 2023.
Lewis Capital Management sold 8 McDonald's shares in Q3 2023, an estimated $2.28K.
McDonald's made up 1.61% of Lewis Capital Management's portfolio in Q3 2023, its #13 holding.
Lewis Capital Management first reported a position in McDonald's in Q4 2021 and has held it in 8 quarters since.
Lewis Capital Management's McDonald's position peaked at $1.17M in Q2 2023.
2,993 funds tracked by Wall St. Rank held McDonald's as of Q3 2023.

Based on Lewis Capital Management's 13F filing for Q3 2023, filed 8 Nov 2023.