SRN Advisors’s McDonald's MCD Stock Holding History

SRN 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 Q4	–	Sell	-4,694	Closed	-$1.43M	–	117
2024 Q3	$1.43M	Sell	4,694 -195	-4%	-$53.7K	1.27%	23
2024 Q2	$1.25M	Hold	4,889	–	–	1.04%	33
2024 Q1	$1.38M	Buy	4,889 +232	+5%	+$67.5K	1.08%	39
2023 Q4	$1.38M	Buy	+4,657	New	+$1.27M	1.24%	20

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

SRN Advisors's MCD Position: Q4 2024 in Review

SRN Advisors sold out of McDonald's (MCD) in Q4 2024, closing a stake of 4,694 shares — an estimated $1.43M sold.

SRN Advisors first reported a position in MCD in Q4 2023 and held it in 4 quarters. The position peaked at $1.43M in Q3 2024. 3,385 funds tracked by Wall St. Rank hold MCD as of Q4 2024.

SRN Advisors reported no remaining McDonald's position as of Q4 2024 after selling out during the quarter.
SRN Advisors sold 4,694 McDonald's shares in Q4 2024, an estimated $1.43M.
SRN Advisors first reported a position in McDonald's in Q4 2023 and held it in 4 quarters.
SRN Advisors's McDonald's position peaked at $1.43M in Q3 2024.
3,385 funds tracked by Wall St. Rank held McDonald's as of Q4 2024.

Based on SRN Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.