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Manhattan West Asset Management’s McDonald's MCD Stock Holding History

Manhattan West Asset 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
2024
Q4 		– Sell
-772
Closed -$235K – 137
2024
Q3 		$235K Buy
+772
New +$213K 0.06% 128
2024
Q2 		– Sell
-808
Closed -$228K – 154
2024
Q1 		$228K Buy
808
+35
+5% +$10.2K 0.05% 139
2023
Q4 		$229K Sell
773
-82
-10% -$22.3K 0.06% 127
2023
Q3 		$218K Buy
855
+78
+10% +$22.2K 0.07% 127
2023
Q2 		$232K Sell
777
-274
-26% -$79.6K 0.09% 113
2023
Q1 		$294K Buy
+1,051
New +$282K 0.13% 106

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Manhattan West Asset Management's MCD Position: Q4 2024 in Review

Manhattan West Asset Management sold out of McDonald's (MCD) in Q4 2024, closing a stake of 772 shares — an estimated $235K sold.

Manhattan West Asset Management first reported a position in MCD in Q1 2023 and held it in 6 quarters. The position peaked at $294K in Q1 2023. 3,386 funds tracked by Wall St. Rank hold MCD as of Q4 2024.

  • Manhattan West Asset Management reported no remaining McDonald's position as of Q4 2024 after selling out during the quarter.
  • Manhattan West Asset Management sold 772 McDonald's shares in Q4 2024, an estimated $235K.
  • Manhattan West Asset Management first reported a position in McDonald's in Q1 2023 and held it in 6 quarters.
  • Manhattan West Asset Management's McDonald's position peaked at $294K in Q1 2023.
  • 3,386 funds tracked by Wall St. Rank held McDonald's as of Q4 2024.

Based on Manhattan West Asset Management's 13F filing for Q4 2024, filed 13 Feb 2025.