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	$396K	Hold	1,300	–	–	0.01%	677
2024 Q2	$331K	Sell	1,300 -100	-7%	-$26.5K	0.01%	645
2024 Q1	$390K	Buy	+1,400	New	+$407K	0.01%	585
2023 Q4	–	Hold	0	–	–	–	169
2023 Q3	–	Hold	0	–	–	–	162
2023 Q2	–	Hold	0	–	–	–	151
2023 Q1	–	Hold	0	–	–	–	145
2022 Q4	–	Hold	0	–	–	–	141
2022 Q3	–	Hold	0	–	–	–	144
2022 Q2	–	Hold	0	–	–	–	150
2022 Q1	–	Hold	0	–	–	–	145
2021 Q4	–	Hold	0	–	–	–	140
2021 Q3	–	Hold	0	–	–	–	127
2021 Q2	–	Hold	0	–	–	–	144
2021 Q1	–	Hold	0	–	–	–	162
2020 Q4	–	Hold	0	–	–	–	158
2020 Q3	–	Hold	0	–	–	–	160
2020 Q2	–	Hold	0	–	–	–	145
2020 Q1	–	Hold	0	–	–	–	124
2019 Q4	–	Hold	0	–	-$4K	–	135
2019 Q3	–	Hold	0	–	–	–	92
2019 Q2	–	Hold	0	–	–	–	56

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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. 3,163 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.
3,163 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.