Moody Aldrich Partners’s McDonald's MCD Stock Holding History

Moody Aldrich Partners’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 Q2	–	Sell	-1,086	Closed	-$306K	–	221
2024 Q1	$306K	Sell	1,086 -7	-0.6%	-$2.04K	0.05%	178
2023 Q4	$324K	Buy	+1,093	New	+$297K	0.06%	161

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Norges Bank Oslo, Norway $935B AUM

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

Moody Aldrich Partners's MCD Position: Q2 2024 in Review

Moody Aldrich Partners sold out of McDonald's (MCD) in Q2 2024, closing a stake of 1,086 shares — an estimated $306K sold.

Moody Aldrich Partners first reported a position in MCD in Q4 2023 and held it in 2 quarters. The position peaked at $324K in Q4 2023. 3,079 funds tracked by Wall St. Rank hold MCD as of Q2 2024.

Moody Aldrich Partners reported no remaining McDonald's position as of Q2 2024 after selling out during the quarter.
Moody Aldrich Partners sold 1,086 McDonald's shares in Q2 2024, an estimated $306K.
Moody Aldrich Partners first reported a position in McDonald's in Q4 2023 and held it in 2 quarters.
Moody Aldrich Partners's McDonald's position peaked at $324K in Q4 2023.
3,079 funds tracked by Wall St. Rank held McDonald's as of Q2 2024.

Based on Moody Aldrich Partners's 13F filing for Q2 2024, filed 24 Jul 2024.