Objective Capital Management’s McDonald's MCD Stock Holding History

Objective Capital 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 Q1	$205K	Sell	726 -76	-9%	-$22.1K	0.14%	136
2023 Q4	$238K	Sell	802 -34	-4%	-$9.25K	0.18%	105
2023 Q3	$220K	Buy	836 +6	+0.7%	+$1.71K	0.2%	93
2023 Q2	$248K	Buy	830 +1	+0.1%	+$291	0.22%	80
2023 Q1	$232K	Buy	829 +6	+0.7%	+$1.61K	0.21%	86
2022 Q4	$217K	Buy	+823	New	+$217K	0.22%	85
2022 Q2	–	Sell	-810	Closed	-$200K	–	108
2022 Q1	$200K	Hold	810	–	–	0.15%	112
2021 Q4	$217K	Buy	+810	New	+$205K	0.15%	111

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

Objective Capital Management's MCD Position: Q1 2024 in Review

Objective Capital Management reduced its McDonald's (MCD) stake by 9.5% in Q1 2024, selling an estimated $22.1K and leaving 726 shares worth $205K. The position accounts for 0.14% of the portfolio, ranked #136.

Objective Capital Management first reported a position in MCD in Q4 2021 and has held it in 8 quarters since. The position peaked at $248K in Q2 2023. 3,165 funds tracked by Wall St. Rank hold MCD as of Q1 2024.

Objective Capital Management held 726 shares of McDonald's worth $205K as of Q1 2024.
Objective Capital Management sold 76 McDonald's shares in Q1 2024, an estimated $22.1K.
McDonald's made up 0.14% of Objective Capital Management's portfolio in Q1 2024, its #136 holding.
Objective Capital Management first reported a position in McDonald's in Q4 2021 and has held it in 8 quarters since.
Objective Capital Management's McDonald's position peaked at $248K in Q2 2023.
3,165 funds tracked by Wall St. Rank held McDonald's as of Q1 2024.

Based on Objective Capital Management's 13F filing for Q1 2024, filed 5 Jun 2024.