Owen LaRue’s McDonald's MCD Stock Holding History

Owen LaRue’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	-1,349	Closed	-$380K	–	91
2024 Q1	$380K	Sell	1,349 -3,529	-72%	-$1.03M	0.24%	57
2023 Q4	$1.45M	Buy	4,878 +2,357	+93%	+$642K	1.38%	24
2023 Q3	$664K	Buy	2,521 +1,650	+189%	+$471K	0.73%	34
2023 Q2	$257K	Buy	+871	New	+$253K	0.27%	62

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

Owen LaRue's MCD Position: Q2 2024 in Review

Owen LaRue sold out of McDonald's (MCD) in Q2 2024, closing a stake of 1,349 shares — an estimated $380K sold.

Owen LaRue first reported a position in MCD in Q2 2023 and held it in 4 quarters. The position peaked at $1.45M in Q4 2023. 3,078 funds tracked by Wall St. Rank hold MCD as of Q2 2024.

Owen LaRue reported no remaining McDonald's position as of Q2 2024 after selling out during the quarter.
Owen LaRue sold 1,349 McDonald's shares in Q2 2024, an estimated $380K.
Owen LaRue first reported a position in McDonald's in Q2 2023 and held it in 4 quarters.
Owen LaRue's McDonald's position peaked at $1.45M in Q4 2023.
3,078 funds tracked by Wall St. Rank held McDonald's as of Q2 2024.

Based on Owen LaRue's 13F filing for Q2 2024, filed 24 Jul 2024.