SAM
MCD icon

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

Scopus 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
2021
Q3 		– Sell
-250,000
Closed -$57.7M – 418
2021
Q2 		$57.7M Buy
+250,000
New +$58.2M 0.75% 31
2018
Q2 		– Sell
-250,000
Closed -$39.1M – 339
2018
Q1 		$39.1M Buy
+250,000
New +$41.1M 0.36% 86

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Scopus Asset Management's MCD Position: Q1 2023 in Review

Scopus Asset Management sold out of McDonald's (MCD) in Q1 2023, closing a stake of 112,500 shares — an estimated $29.6M sold.

Scopus Asset Management first reported a position in MCD in Q2 2015 and held it in 12 quarters. The position peaked at $185M in Q2 2021. 2,945 funds tracked by Wall St. Rank hold MCD as of Q1 2023.

  • Scopus Asset Management reported no remaining McDonald's position as of Q1 2023 after selling out during the quarter.
  • Scopus Asset Management sold 112,500 McDonald's shares in Q1 2023, an estimated $29.6M.
  • Scopus Asset Management first reported a position in McDonald's in Q2 2015 and held it in 12 quarters.
  • Scopus Asset Management's McDonald's position peaked at $185M in Q2 2021.
  • 2,945 funds tracked by Wall St. Rank held McDonald's as of Q1 2023.

Based on Scopus Asset Management's 13F filing for Q1 2023, filed 15 May 2023.