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

Olstein 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	–	Sell	-4,000	Closed	-$1.19M	–	99
2023 Q4	$1.19M	Sell	4,000 -6,000	-60%	-$1.63M	0.2%	94
2023 Q3	$2.63M	Hold	10,000	–	–	0.45%	85
2023 Q2	$2.98M	Hold	10,000	–	–	0.48%	84
2023 Q1	$2.8M	Hold	10,000	–	–	0.44%	88
2022 Q4	$2.63M	Sell	10,000 -5,000	-33%	-$1.32M	0.41%	88
2022 Q3	$3.46M	Hold	15,000	–	–	0.58%	76
2022 Q2	$3.7M	Hold	15,000	–	–	0.55%	78
2022 Q1	$3.71M	Sell	15,000 -2,000	-12%	-$498K	0.46%	83
2021 Q4	$4.56M	Sell	17,000 -7,000	-29%	-$1.77M	0.54%	76
2021 Q3	$5.79M	Hold	24,000	–	–	0.71%	67
2021 Q2	$5.54M	Sell	24,000 -1,000	-4%	-$233K	0.7%	69
2021 Q1	$5.6M	Hold	25,000	–	–	0.78%	66
2020 Q4	$5.37M	Sell	25,000 -1,000	-4%	-$217K	0.86%	57
2020 Q3	$5.71M	Sell	26,000 -5,000	-16%	-$1.03M	1.03%	43
2020 Q2	$5.72M	Hold	31,000	–	–	1.07%	42
2020 Q1	$5.13M	Buy	31,000 +4,000	+15%	+$788K	1.12%	38
2019 Q4	$5.33M	Buy	27,000 +8,000	+42%	+$1.59M	0.83%	61
2019 Q3	$4.08M	Sell	19,000 -6,000	-24%	-$1.29M	0.64%	84
2019 Q2	$5.19M	Sell	25,000 -1,000	-4%	-$198K	0.84%	57
2019 Q1	$4.94M	Hold	26,000	–	–	0.81%	58
2018 Q4	$4.62M	Hold	26,000	–	–	0.75%	68
2018 Q3	$4.35M	Buy	+26,000	New	+$4.17M	0.58%	84
2014 Q4	–	Sell	-33,000	Closed	-$3.13M	–	124
2014 Q3	$3.13M	Hold	33,000	–	–	0.41%	104
2014 Q2	$3.32M	Sell	33,000 -5,000	-13%	-$505K	0.45%	98
2014 Q1	$3.73M	Hold	38,000	–	–	0.51%	92
2013 Q4	$3.69M	Sell	38,000 -4,000	-10%	-$384K	0.53%	87
2013 Q3	$4.04M	Hold	42,000	–	–	0.62%	92
2013 Q2	$4.16M	Buy	+42,000	New	+$4.21M	0.67%	85

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

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

Olstein Capital Management sold out of McDonald's (MCD) in Q1 2024, closing a stake of 4,000 shares — an estimated $1.19M sold.

Olstein Capital Management first reported a position in MCD in Q2 2013 and held it in 28 quarters. The position peaked at $5.79M in Q3 2021. 3,165 funds tracked by Wall St. Rank hold MCD as of Q1 2024.

Olstein Capital Management reported no remaining McDonald's position as of Q1 2024 after selling out during the quarter.
Olstein Capital Management sold 4,000 McDonald's shares in Q1 2024, an estimated $1.19M.
Olstein Capital Management first reported a position in McDonald's in Q2 2013 and held it in 28 quarters.
Olstein Capital Management's McDonald's position peaked at $5.79M in Q3 2021.
3,165 funds tracked by Wall St. Rank held McDonald's as of Q1 2024.

Based on Olstein Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.