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

Orser 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 Q2	–	Sell	-4,102	Closed	-$1.16M	–	42
2024 Q1	$1.16M	Buy	4,102 +179	+5%	+$52.1K	1.08%	29
2023 Q4	$1.16M	Sell	3,923 -392	-9%	-$107K	1.27%	27
2023 Q3	$1.14M	Buy	4,315 +280	+7%	+$79.9K	1.12%	34
2023 Q2	$1.2M	Hold	4,035	–	–	1.2%	29
2023 Q1	$1.13M	Buy	+4,035	New	+$1.08M	1.27%	29
2020 Q1	–	Sell	-6,020	Closed	-$1.19M	–	67
2019 Q4	$1.19M	Buy	6,020 +634	+12%	+$126K	1.15%	33
2019 Q3	$1.12M	Buy	5,386 +301	+6%	+$64.5K	1.32%	29
2019 Q2	$1.16M	Sell	5,085 -510	-9%	-$101K	1.2%	33
2019 Q1	$1.06M	Buy	5,595 +540	+11%	+$98K	1.17%	34
2018 Q4	$843K	Hold	5,055	–	–	0.97%	40
2018 Q3	$843K	Sell	5,055 -300	-6%	-$48.1K	0.81%	46
2018 Q2	$855K	Buy	+5,355	New	+$868K	0.74%	55

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

Orser Capital Management's MCD Position: Q2 2024 in Review

Orser Capital Management sold out of McDonald's (MCD) in Q2 2024, closing a stake of 4,102 shares — an estimated $1.16M sold.

Orser Capital Management first reported a position in MCD in Q2 2018 and held it in 12 quarters. The position peaked at $1.2M in Q2 2023. 3,078 funds tracked by Wall St. Rank hold MCD as of Q2 2024.

Orser Capital Management reported no remaining McDonald's position as of Q2 2024 after selling out during the quarter.
Orser Capital Management sold 4,102 McDonald's shares in Q2 2024, an estimated $1.16M.
Orser Capital Management first reported a position in McDonald's in Q2 2018 and held it in 12 quarters.
Orser Capital Management's McDonald's position peaked at $1.2M in Q2 2023.
3,078 funds tracked by Wall St. Rank held McDonald's as of Q2 2024.

Based on Orser Capital Management's 13F filing for Q2 2024, filed 12 Jul 2024.