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Private Capital Management (Colorado)’s McDonald's MCD Stock Holding History

Private Capital Management (Colorado)’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
Q4 		$255K Sell
879
-290
-25% -$86.5K 0.05% 114
2024
Q3 		$356K Sell
1,169
-28
-2% -$7.72K 0.06% 125
2024
Q2 		$305K Sell
1,197
-3
-0.3% -$796 0.06% 110
2024
Q1 		$338K Sell
1,200
-169
-12% -$49.1K 0.07% 103
2023
Q4 		$406K Buy
1,369
+155
+13% +$42.2K 0.1% 89
2023
Q3 		$320K Sell
1,214
-139
-10% -$39.6K 0.09% 86
2023
Q2 		$404K Sell
1,353
-116
-8% -$33.7K 0.12% 81
2023
Q1 		$411K Buy
1,469
+64
+5% +$17.1K 0.12% 84
2022
Q4 		$370K Sell
1,405
-1,561
-53% -$412K 0.12% 83
2022
Q3 		$684K Buy
2,966
+6
+0.2% +$1.53K 0.25% 50
2022
Q2 		$732K Hold
2,960
– – 0.23% 55
2022
Q1 		$732K Buy
2,960
+1,526
+106% +$380K 0.23% 55
2021
Q4 		$384K Buy
+1,434
New +$362K 0.13% 92

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

Private Capital Management (Colorado)'s MCD Position: Q4 2024 in Review

Private Capital Management (Colorado) reduced its McDonald's (MCD) stake by 25% in Q4 2024, selling an estimated $86.5K and leaving 879 shares worth $255K. The position accounts for 0.05% of the portfolio, ranked #114.

Private Capital Management (Colorado) first reported a position in MCD in Q4 2021 and has held it in 13 quarters since. The position peaked at $732K in Q2 2022. 3,385 funds tracked by Wall St. Rank hold MCD as of Q4 2024.

  • Private Capital Management (Colorado) held 879 shares of McDonald's worth $255K as of Q4 2024.
  • Private Capital Management (Colorado) sold 290 McDonald's shares in Q4 2024, an estimated $86.5K.
  • McDonald's made up 0.05% of Private Capital Management (Colorado)'s portfolio in Q4 2024, its #114 holding.
  • Private Capital Management (Colorado) first reported a position in McDonald's in Q4 2021 and has held it in 13 quarters since.
  • Private Capital Management (Colorado)'s McDonald's position peaked at $732K in Q2 2022.
  • 3,385 funds tracked by Wall St. Rank held McDonald's as of Q4 2024.

Based on Private Capital Management (Colorado)'s 13F filing for Q4 2024, filed 5 Feb 2025.