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Pegasus Partners’s McDonald's MCD Stock Holding History

Pegasus 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
Q3 		$677K Sell
2,223
-728
-25% -$201K 0.06% 79
2024
Q2 		$752K Buy
2,951
+39
+1% +$10.3K 0.08% 70
2024
Q1 		$821K Buy
2,912
+1,643
+129% +$478K 0.09% 70
2023
Q4 		$376K Hold
1,269
– – 0.04% 105
2023
Q3 		$334K Buy
1,269
+350
+38% +$99.8K 0.05% 101
2023
Q2 		$274K Hold
919
– – 0.04% 107
2023
Q1 		$257K Hold
919
– – 0.04% 108
2022
Q4 		$242K Sell
919
-134
-13% -$35.4K 0.04% 107
2022
Q3 		$243K Buy
1,053
+67
+7% +$17.1K 0.05% 104
2022
Q2 		$243K Buy
986
+78
+9% +$19.2K 0.05% 107
2022
Q1 		$225K Buy
908
+69
+8% +$17.2K 0.04% 121
2021
Q4 		$225K Buy
+839
New +$212K 0.04% 135
2020
Q3 		– Sell
-1,143
Closed -$211K – 141
2020
Q2 		$211K Buy
+1,143
New +$210K 0.07% 134
2019
Q2 		– Sell
-1,567
Closed -$298K – 175
2019
Q1 		$298K Buy
1,567
+44
+3% +$7.99K 0.09% 125
2018
Q4 		$270K Sell
1,523
-175
-10% -$31K 0.08% 123
2018
Q3 		$284K Hold
1,698
– – 0.06% 126
2018
Q2 		$266K Hold
1,698
– – 0.06% 131
2018
Q1 		$266K Buy
1,698
+75
+5% +$12.3K 0.06% 134
2017
Q4 		$279K Sell
1,623
-145
-8% -$24.4K 0.06% 145
2017
Q3 		$277K Buy
+1,768
New +$277K 0.06% 143

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

Pegasus Partners's MCD Position: Q3 2024 in Review

Pegasus Partners reduced its McDonald's (MCD) stake by 25% in Q3 2024, selling an estimated $201K and leaving 2,223 shares worth $677K. The position accounts for 0.06% of the portfolio, ranked #79.

Pegasus Partners first reported a position in MCD in Q3 2017 and has held it in 20 quarters since. The position peaked at $821K in Q1 2024. 3,163 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

  • Pegasus Partners held 2,223 shares of McDonald's worth $677K as of Q3 2024.
  • Pegasus Partners sold 728 McDonald's shares in Q3 2024, an estimated $201K.
  • McDonald's made up 0.06% of Pegasus Partners's portfolio in Q3 2024, its #79 holding.
  • Pegasus Partners first reported a position in McDonald's in Q3 2017 and has held it in 20 quarters since.
  • Pegasus Partners's McDonald's position peaked at $821K in Q1 2024.
  • 3,163 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on Pegasus Partners's 13F filing for Q3 2024, filed 1 Nov 2024.