Scholtz & Company’s McDonald's MCD Stock Holding History

Scholtz & Company’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 Q1	–	Sell	-3,170	Closed	-$940K	–	60
2023 Q4	$940K	Buy	+3,170	New	+$863K	0.47%	39

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Scholtz & Company's MCD Position: Q1 2024 in Review

Scholtz & Company sold out of McDonald's (MCD) in Q1 2024, closing a stake of 3,170 shares — an estimated $940K sold.

Scholtz & Company first reported a position in MCD in Q4 2023 and held it in 1 quarter. The position peaked at $940K in Q4 2023. 3,166 funds tracked by Wall St. Rank hold MCD as of Q1 2024.

Scholtz & Company reported no remaining McDonald's position as of Q1 2024 after selling out during the quarter.
Scholtz & Company sold 3,170 McDonald's shares in Q1 2024, an estimated $940K.
Scholtz & Company first reported a position in McDonald's in Q4 2023 and held it in 1 quarter.
Scholtz & Company's McDonald's position peaked at $940K in Q4 2023.
3,166 funds tracked by Wall St. Rank held McDonald's as of Q1 2024.

Based on Scholtz & Company's 13F filing for Q1 2024, filed 14 May 2024.