PCM
MCD icon

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

Pointe 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
2023
Q2 		– Sell
-277
Closed -$77.5K – 294
2023
Q1 		$77.5K Buy
+277
New +$74.2K 0.06% 205
2017
Q1 		– Sell
-2,496
Closed -$304K – 198
2016
Q4 		$304K Buy
+2,496
New +$293K 0.17% 106

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pointe Capital Management's MCD Position: Q2 2023 in Review

Pointe Capital Management sold out of McDonald's (MCD) in Q2 2023, closing a stake of 277 shares — an estimated $77.5K sold.

Pointe Capital Management first reported a position in MCD in Q4 2016 and held it in 2 quarters. The position peaked at $304K in Q4 2016. 3,002 funds tracked by Wall St. Rank hold MCD as of Q2 2023.

  • Pointe Capital Management reported no remaining McDonald's position as of Q2 2023 after selling out during the quarter.
  • Pointe Capital Management sold 277 McDonald's shares in Q2 2023, an estimated $77.5K.
  • Pointe Capital Management first reported a position in McDonald's in Q4 2016 and held it in 2 quarters.
  • Pointe Capital Management's McDonald's position peaked at $304K in Q4 2016.
  • 3,002 funds tracked by Wall St. Rank held McDonald's as of Q2 2023.

Based on Pointe Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.