Steele Capital Management’s McDonald's MCD Stock Holding History

Steele Capital 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
2024 Q3	–	Sell	-2,482	Closed	-$633K	–	118
2024 Q2	$633K	Buy	2,482 +11	+0.4%	+$2.92K	0.04%	87
2024 Q1	$697K	Hold	2,471	–	–	0.04%	80
2023 Q4	$733K	Buy	+2,471	New	+$673K	0.05%	75

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

Steele Capital Management's MCD Position: Q3 2024 in Review

Steele Capital Management sold out of McDonald's (MCD) in Q3 2024, closing a stake of 2,482 shares — an estimated $633K sold.

Steele Capital Management first reported a position in MCD in Q4 2023 and held it in 3 quarters. The position peaked at $733K in Q4 2023. 3,164 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

Steele Capital Management reported no remaining McDonald's position as of Q3 2024 after selling out during the quarter.
Steele Capital Management sold 2,482 McDonald's shares in Q3 2024, an estimated $633K.
Steele Capital Management first reported a position in McDonald's in Q4 2023 and held it in 3 quarters.
Steele Capital Management's McDonald's position peaked at $733K in Q4 2023.
3,164 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on Steele Capital Management's 13F filing for Q3 2024, filed 8 Nov 2024.