Mount Lucas Management’s McDonald's MCD Stock Holding History

Mount Lucas 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 Q2	–	Sell	-8,246	Closed	-$2.32M	–	178
2024 Q1	$2.32M	Sell	8,246 -627	-7%	-$182K	0.64%	59
2023 Q4	$2.63M	Buy	8,873 +52	+0.6%	+$14.2K	0.76%	40
2023 Q3	$2.32M	Sell	8,821 -98	-1%	-$27.9K	0.82%	47
2023 Q2	$2.66M	Buy	+8,919	New	+$2.59M	0.89%	37
2020 Q4	–	Sell	-8,723	Closed	-$1.92M	–	126
2020 Q3	$1.92M	Sell	8,723 -614	-7%	-$126K	0.4%	52
2020 Q2	$1.72M	Sell	9,337 -345	-4%	-$63.3K	0.34%	44
2020 Q1	$1.6M	Buy	9,682 +2,511	+35%	+$495K	0.33%	32
2019 Q4	$1.42M	Sell	7,171 -2,271	-24%	-$450K	0.28%	77
2019 Q3	$2.03M	Buy	+9,442	New	+$2.02M	0.36%	64
2018 Q3	–	Sell	-13,300	Closed	-$2.08M	–	89
2018 Q2	$2.08M	Sell	13,300 -280	-2%	-$45.4K	0.32%	59
2018 Q1	$2.12M	Sell	13,580 -1,169	-8%	-$192K	0.34%	76
2017 Q4	$2.54M	Sell	14,749 -593	-4%	-$99.6K	0.44%	78
2017 Q3	$2.4M	Buy	+15,342	New	+$2.4M	0.43%	85
2017 Q1	–	Sell	-20,121	Closed	-$2.45M	–	155
2016 Q4	$2.45M	Sell	20,121 -3,689	-15%	-$433K	0.46%	63
2016 Q3	$2.75M	Sell	23,810 -537	-2%	-$63.6K	0.49%	65
2016 Q2	$2.93M	Sell	24,347 -197	-0.8%	-$24.7K	0.5%	51
2016 Q1	$3.08M	Buy	+24,544	New	+$2.93M	0.54%	37

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

Mount Lucas Management's MCD Position: Q2 2024 in Review

Mount Lucas Management sold out of McDonald's (MCD) in Q2 2024, closing a stake of 8,246 shares — an estimated $2.32M sold.

Mount Lucas Management first reported a position in MCD in Q1 2016 and held it in 17 quarters. The position peaked at $3.08M in Q1 2016. 3,078 funds tracked by Wall St. Rank hold MCD as of Q2 2024.

Mount Lucas Management reported no remaining McDonald's position as of Q2 2024 after selling out during the quarter.
Mount Lucas Management sold 8,246 McDonald's shares in Q2 2024, an estimated $2.32M.
Mount Lucas Management first reported a position in McDonald's in Q1 2016 and held it in 17 quarters.
Mount Lucas Management's McDonald's position peaked at $3.08M in Q1 2016.
3,078 funds tracked by Wall St. Rank held McDonald's as of Q2 2024.

Based on Mount Lucas Management's 13F filing for Q2 2024, filed 6 Aug 2024.