Resonate Capital’s McDonald's MCD Stock Holding History

Resonate Capital’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 Q3	–	Sell	-5,084	Closed	-$1.52M	–	8
2023 Q2	$1.52M	Sell	5,084 -15,894	-76%	-$4.62M	9.84%	3
2023 Q1	$5.87M	Buy	20,978 +2,169	+12%	+$581K	9.51%	4
2022 Q4	$4.96M	Sell	18,809 -2,051	-10%	-$541K	8.09%	3
2022 Q3	$4.81M	Sell	20,860 -588	-3%	-$150K	7.19%	5
2022 Q2	$5.29M	Buy	21,448 +2,856	+15%	+$703K	5.86%	6
2022 Q1	$4.6M	Buy	18,592 +1,765	+10%	+$440K	4.09%	10
2021 Q4	$4.51M	Buy	+16,827	New	+$4.25M	3.93%	12

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Resonate Capital's MCD Position: Q3 2023 in Review

Resonate Capital sold out of McDonald's (MCD) in Q3 2023, closing a stake of 5,084 shares — an estimated $1.52M sold.

Resonate Capital first reported a position in MCD in Q4 2021 and held it in 7 quarters. The position peaked at $5.87M in Q1 2023. 2,993 funds tracked by Wall St. Rank hold MCD as of Q3 2023.

Resonate Capital reported no remaining McDonald's position as of Q3 2023 after selling out during the quarter.
Resonate Capital sold 5,084 McDonald's shares in Q3 2023, an estimated $1.52M.
Resonate Capital first reported a position in McDonald's in Q4 2021 and held it in 7 quarters.
Resonate Capital's McDonald's position peaked at $5.87M in Q1 2023.
2,993 funds tracked by Wall St. Rank held McDonald's as of Q3 2023.

Based on Resonate Capital's 13F filing for Q3 2023.