Oracle Alpha’s McDonald's MCD Stock Holding History

Oracle Alpha’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	$348K	Sell	1,233 -645	-34%	-$188K	0.62%	52
2023 Q4	$557K	Buy	+1,878	New	+$511K	0.72%	21

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

Oracle Alpha's MCD Position: Q1 2024 in Review

Oracle Alpha reduced its McDonald's (MCD) stake by 34% in Q1 2024, selling an estimated $188K and leaving 1,233 shares worth $348K. The position accounts for 0.62% of the portfolio, ranked #52.

Oracle Alpha first reported a position in MCD in Q4 2023 and has held it in 2 quarters since. The position peaked at $557K in Q4 2023. 3,166 funds tracked by Wall St. Rank hold MCD as of Q1 2024.

Oracle Alpha held 1,233 shares of McDonald's worth $348K as of Q1 2024.
Oracle Alpha sold 645 McDonald's shares in Q1 2024, an estimated $188K.
McDonald's made up 0.62% of Oracle Alpha's portfolio in Q1 2024, its #52 holding.
Oracle Alpha first reported a position in McDonald's in Q4 2023 and has held it in 2 quarters since.
Oracle Alpha's McDonald's position peaked at $557K in Q4 2023.
3,166 funds tracked by Wall St. Rank held McDonald's as of Q1 2024.

Based on Oracle Alpha's 13F filing for Q1 2024, filed 15 May 2024.