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Ramirez Asset Management’s McDonald's MCD Stock Holding History

Ramirez Asset 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
2024
Q3 		– Sell
-950
Closed -$242K – 405
2024
Q2 		$242K Hold
950
– – 0.05% 193
2024
Q1 		$268K Hold
950
– – 0.05% 196
2023
Q4 		$282K Buy
950
+750
+375% +$204K 0.06% 202
2023
Q3 		$52.7K Buy
+200
New +$57K 0.01% 298

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Ramirez Asset Management's MCD Position: Q3 2024 in Review

Ramirez Asset Management sold out of McDonald's (MCD) in Q3 2024, closing a stake of 950 shares — an estimated $242K sold.

Ramirez Asset Management first reported a position in MCD in Q3 2023 and held it in 4 quarters. The position peaked at $282K in Q4 2023. 3,169 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

  • Ramirez Asset Management reported no remaining McDonald's position as of Q3 2024 after selling out during the quarter.
  • Ramirez Asset Management sold 950 McDonald's shares in Q3 2024, an estimated $242K.
  • Ramirez Asset Management first reported a position in McDonald's in Q3 2023 and held it in 4 quarters.
  • Ramirez Asset Management's McDonald's position peaked at $282K in Q4 2023.
  • 3,169 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on Ramirez Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.