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Paloma Partners’s McDonald's MCD Stock Holding History

Paloma Partners’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
-9,974
Closed -$2.81M – 1387
2024
Q1 		$2.81M Buy
9,974
+4,674
+88% +$1.36M 0.15% 179
2023
Q4 		$1.57M Sell
5,300
-4,900
-48% -$1.33M 0.06% 319
2023
Q3 		$2.69M Sell
10,200
-21,000
-67% -$5.99M 0.09% 182
2023
Q2 		$9.31M Buy
31,200
+24,200
+346% +$7.03M 0.33% 40
2023
Q1 		$1.96M Buy
7,000
+3,500
+100% +$938K 0.07% 247
2022
Q4 		$922K Buy
3,500
+2,900
+483% +$765K 0.04% 375
2022
Q3 		$138K Sell
600
-10,300
-94% -$2.63M 0.01% 792
2022
Q2 		$2.69M Sell
10,900
-76,800
-88% -$18.9M 0.09% 207
2022
Q1 		$21.7M Buy
87,700
+71,800
+452% +$17.9M 0.64% 16
2021
Q4 		$4.26M Buy
+15,900
New +$4.01M 0.06% 255
2021
Q3 		– Sell
-11,200
Closed -$2.59M – 1577
2021
Q2 		$2.59M Buy
+11,200
New +$2.61M 0.05% 351
2021
Q1 		– Sell
-26,900
Closed -$5.77M – 2229
2020
Q4 		$5.77M Buy
+26,900
New +$5.85M 0.15% 142
2018
Q4 		– Sell
-39,100
Closed -$6.54M – 1582
2018
Q3 		$6.54M Buy
+39,100
New +$6.27M 0.12% 137
2017
Q3 		– Sell
-43,500
Closed -$6.66M – 2296
2017
Q2 		$6.66M Buy
+43,500
New +$6.29M 0.08% 240
2015
Q4 		– Sell
-75,000
Closed -$7.39M – 1837
2015
Q3 		$7.39M Buy
75,000
+25,000
+50% +$2.44M 0.17% 76
2015
Q2 		$4.75M Buy
50,000
+30,000
+150% +$2.9M 0.09% 209
2015
Q1 		$1.95M Buy
+20,000
New +$1.9M 0.06% 307

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Paloma Partners's MCD Position: Q4 2024 in Review

Paloma Partners sold out of McDonald's (MCD) in Q4 2024, closing a stake of 10,663 shares — an estimated $3.25M sold.

Paloma Partners first reported a position in MCD in Q2 2013 and held it in 40 quarters. The position peaked at $17.8M in Q4 2016. 3,385 funds tracked by Wall St. Rank hold MCD as of Q4 2024.

  • Paloma Partners reported no remaining McDonald's position as of Q4 2024 after selling out during the quarter.
  • Paloma Partners sold 10,663 McDonald's shares in Q4 2024, an estimated $3.25M.
  • Paloma Partners first reported a position in McDonald's in Q2 2013 and held it in 40 quarters.
  • Paloma Partners's McDonald's position peaked at $17.8M in Q4 2016.
  • 3,385 funds tracked by Wall St. Rank held McDonald's as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.