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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
Q1 		– Sell
-4,800
Closed -$1.42M – 951
2023
Q4 		$1.42M Buy
4,800
+2,700
+129% +$735K 0.05% 340
2023
Q3 		$553K Sell
2,100
-26,000
-93% -$7.42M 0.02% 466
2023
Q2 		$8.39M Buy
28,100
+20,600
+275% +$5.99M 0.3% 45
2023
Q1 		$2.1M Buy
7,500
+5,300
+241% +$1.42M 0.07% 234
2022
Q4 		$580K Buy
2,200
+1,600
+267% +$422K 0.03% 481
2022
Q3 		$138K Buy
+600
New +$153K 0.01% 793
2018
Q4 		– Sell
-31,900
Closed -$5.34M – 1583
2018
Q3 		$5.34M Buy
+31,900
New +$5.11M 0.1% 173
2017
Q3 		– Sell
-18,400
Closed -$2.82M – 2297
2017
Q2 		$2.82M Buy
+18,400
New +$2.66M 0.03% 557
2016
Q4 		– Sell
-66,200
Closed -$7.64M – 2072
2016
Q3 		$7.64M Buy
+66,200
New +$7.84M 0.1% 123

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.