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SpiderRock Advisors’s McDonald's MCD Stock Holding History

SpiderRock Advisors’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 		$7.11M Buy
23,340
+387
+2% +$107K 0.11% 137
2024
Q2 		$5.85M Sell
22,953
-1,849
-7% -$491K 0.12% 127
2024
Q1 		$6.91M Buy
+24,802
New +$7.21M 0.17% 101
2017
Q1 		– Hold
0
– – – 328

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

SpiderRock Advisors's MCD Position: Q3 2024 in Review

SpiderRock Advisors increased its McDonald's (MCD) stake by 1.7% in Q3 2024, buying an estimated $107K and bringing the position to 23,340 shares worth $7.11M. The position accounts for 0.11% of the portfolio, ranked #137.

SpiderRock Advisors first reported a position in MCD in Q1 2024 and has held it in 3 quarters since. 3,164 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

  • SpiderRock Advisors held 23,340 shares of McDonald's worth $7.11M as of Q3 2024.
  • SpiderRock Advisors bought 387 McDonald's shares in Q3 2024, an estimated $107K.
  • McDonald's made up 0.11% of SpiderRock Advisors's portfolio in Q3 2024, its #137 holding.
  • SpiderRock Advisors first reported a position in McDonald's in Q1 2024 and has held it in 3 quarters since.
  • 3,164 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.