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Lombard Odier Asset Management (USA)’s McDonald's MCD Stock Holding History

Lombard Odier Asset Management (USA)’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
Q1 		– Sell
-40,000
Closed -$10.5M – 364
2022
Q4 		$10.5M Buy
+40,000
New +$10.6M 0.27% 84

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Lombard Odier Asset Management (USA)'s MCD Position: Q2 2023 in Review

Lombard Odier Asset Management (USA) sold out of McDonald's (MCD) in Q2 2023, closing a stake of 2,227 shares — an estimated $623K sold.

Lombard Odier Asset Management (USA) first reported a position in MCD in Q1 2014 and held it in 7 quarters. The position peaked at $34.3M in Q1 2014. 3,004 funds tracked by Wall St. Rank hold MCD as of Q2 2023.

  • Lombard Odier Asset Management (USA) reported no remaining McDonald's position as of Q2 2023 after selling out during the quarter.
  • Lombard Odier Asset Management (USA) sold 2,227 McDonald's shares in Q2 2023, an estimated $623K.
  • Lombard Odier Asset Management (USA) first reported a position in McDonald's in Q1 2014 and held it in 7 quarters.
  • Lombard Odier Asset Management (USA)'s McDonald's position peaked at $34.3M in Q1 2014.
  • 3,004 funds tracked by Wall St. Rank held McDonald's as of Q2 2023.

Based on Lombard Odier Asset Management (USA)'s 13F filing for Q2 2023, filed 14 Aug 2023.