Mountain Capital Investment Advisors’s McDonald's MCD Stock Holding History

Mountain Capital Investment Advisors’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 Q1	–	Sell	-3,370	Closed	-$984K	–	62
2023 Q4	$984K	Sell	3,370 -139	-4%	-$37.8K	0.33%	18
2023 Q3	$940K	Sell	3,509 -2,949	-46%	-$841K	0.35%	22
2023 Q2	$1.91M	Sell	6,458 -2,082	-24%	-$605K	0.72%	17
2023 Q1	$2.47M	Buy	8,540 +497	+6%	+$133K	1.09%	19
2022 Q4	$2.16M	Buy	8,043 +930	+13%	+$245K	0.98%	34
2022 Q3	$1.78M	Buy	7,113 +29	+0.4%	+$7.41K	0.93%	26
2022 Q2	$1.79M	Buy	7,084 +366	+5%	+$90.1K	0.9%	30
2022 Q1	$1.68M	Sell	6,718 -32	-0.5%	-$7.97K	0.79%	42
2021 Q4	$1.77M	Buy	6,750 +1,582	+31%	+$399K	0.8%	30
2021 Q3	$1.28M	Buy	5,168 +33	+0.6%	+$7.88K	0.68%	47
2021 Q2	$1.2M	Sell	5,135 -457	-8%	-$106K	0.55%	50
2021 Q1	$1.29M	Buy	5,592 +665	+13%	+$142K	0.65%	47
2020 Q4	$1.05M	Sell	4,927 -939	-16%	-$204K	0.64%	46
2020 Q3	$1.33M	Buy	+5,866	New	+$1.2M	0.86%	39
2017 Q4	–	Sell	-103	Closed	-$16K	–	260
2017 Q3	$16K	Buy	103 +1	+1%	+$157	0.01%	213
2017 Q2	$16K	Buy	+102	New	+$14.7K	0.02%	246

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Mountain Capital Investment Advisors's MCD Position: Q1 2024 in Review

Mountain Capital Investment Advisors sold out of McDonald's (MCD) in Q1 2024, closing a stake of 3,370 shares — an estimated $984K sold.

Mountain Capital Investment Advisors first reported a position in MCD in Q2 2017 and held it in 16 quarters. The position peaked at $2.47M in Q1 2023. 3,165 funds tracked by Wall St. Rank hold MCD as of Q1 2024.

Mountain Capital Investment Advisors reported no remaining McDonald's position as of Q1 2024 after selling out during the quarter.
Mountain Capital Investment Advisors sold 3,370 McDonald's shares in Q1 2024, an estimated $984K.
Mountain Capital Investment Advisors first reported a position in McDonald's in Q2 2017 and held it in 16 quarters.
Mountain Capital Investment Advisors's McDonald's position peaked at $2.47M in Q1 2023.
3,165 funds tracked by Wall St. Rank held McDonald's as of Q1 2024.

Based on Mountain Capital Investment Advisors's 13F filing for Q1 2024, filed 11 Apr 2024.