Texas Permanent School Fund’s McDonald's MCD Stock Holding History

Texas Permanent School Fund’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 Q2	–	Sell	-149,947	Closed	-$42.3M	–	823
2024 Q1	$42.3M	Buy	149,947 +174	+0.1%	+$50.6K	0.33%	38
2023 Q4	$44.4M	Sell	149,773 -819	-0.5%	-$223K	0.38%	33
2023 Q3	$39.7M	Sell	150,592 -2,514	-2%	-$717K	0.39%	33
2023 Q2	$45.7M	Buy	153,106 +408	+0.3%	+$119K	0.42%	29
2023 Q1	$42.7M	Buy	152,698 +48,635	+47%	+$13M	0.42%	31
2022 Q4	$27.4M	Sell	104,063 -36	-0%	-$9.5K	0.42%	32
2022 Q3	$24M	Buy	104,099 +6,416	+7%	+$1.64M	0.39%	31
2022 Q2	$24.1M	Buy	97,683 +759	+0.8%	+$187K	0.38%	31
2022 Q1	$24M	Sell	96,924 -6,142	-6%	-$1.53M	0.33%	41
2021 Q4	$27.6M	Sell	103,066 -12,302	-11%	-$3.11M	0.34%	43
2021 Q3	$27.8M	Sell	115,368 -8,593	-7%	-$2.05M	0.34%	45
2021 Q2	$28.6M	Sell	123,961 -536	-0.4%	-$125K	0.33%	45
2021 Q1	$27.9M	Sell	124,497 -6,876	-5%	-$1.47M	0.35%	42
2020 Q4	$28.2M	Sell	131,373 -8,518	-6%	-$1.85M	0.36%	43
2020 Q3	$30.7M	Buy	139,891 +8,866	+7%	+$1.82M	0.41%	34
2020 Q2	$24.2M	Sell	131,025 -5,901	-4%	-$1.08M	0.38%	39
2020 Q1	$22.6M	Buy	136,926 +3,668	+3%	+$723K	0.41%	36
2019 Q4	$26.3M	Sell	133,258 -8,304	-6%	-$1.65M	0.4%	36
2019 Q3	$30.4M	Sell	141,562 -5,690	-4%	-$1.22M	0.48%	31
2019 Q2	$30.6M	Sell	147,252 -1,636	-1%	-$324K	0.48%	32
2019 Q1	$28.3M	Sell	148,888 -6,171	-4%	-$1.12M	0.45%	32
2018 Q4	$27.5M	Sell	155,059 -19,099	-11%	-$3.39M	0.49%	31
2018 Q3	$29.1M	Sell	174,158 -17,446	-9%	-$2.8M	0.4%	41
2018 Q2	$30M	Sell	191,604 -14,372	-7%	-$2.33M	0.41%	38
2018 Q1	$32.2M	Sell	205,976 -11,649	-5%	-$1.92M	0.43%	40
2017 Q4	$37.5M	Sell	217,625 -6,850	-3%	-$1.15M	0.47%	38
2017 Q3	$35.2M	Sell	224,475 -4,536	-2%	-$711K	0.45%	37
2017 Q2	$35.1M	Sell	229,011 -10,284	-4%	-$1.49M	0.46%	35
2017 Q1	$31M	Sell	239,295 -9,475	-4%	-$1.19M	0.4%	39
2016 Q4	$30.3M	Sell	248,770 -14,037	-5%	-$1.65M	0.4%	39
2016 Q3	$30.3M	Sell	262,807 -22,007	-8%	-$2.61M	0.41%	42
2016 Q2	$34.3M	Sell	284,814 -26,973	-9%	-$3.38M	0.45%	41
2016 Q1	$39.2M	Sell	311,787 -14,505	-4%	-$1.73M	0.5%	36
2015 Q4	$38.5M	Sell	326,292 -9,549	-3%	-$1.07M	0.47%	38
2015 Q3	$33.1M	Sell	335,841 -13,129	-4%	-$1.28M	0.42%	40
2015 Q2	$33.2M	Sell	348,970 -10,849	-3%	-$1.05M	0.38%	47
2015 Q1	$35.1M	Sell	359,819 -10,250	-3%	-$972K	0.39%	47
2014 Q4	$34.7M	Sell	370,069 -11,297	-3%	-$1.06M	0.38%	44
2014 Q3	$36.2M	Sell	381,366 -30,702	-7%	-$2.93M	0.41%	38
2014 Q2	$41.5M	Sell	412,068 -22,309	-5%	-$2.25M	0.43%	36
2014 Q1	$42.6M	Sell	434,377 -26,351	-6%	-$2.52M	0.44%	36
2013 Q4	$44.7M	Sell	460,728 -36,627	-7%	-$3.52M	0.44%	34
2013 Q3	$47.9M	Sell	497,355 -17,072	-3%	-$1.67M	0.49%	34
2013 Q2	$50.9M	Buy	+514,427	New	+$51.5M	0.53%	31

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Texas Permanent School Fund's MCD Position: Q2 2024 in Review

Texas Permanent School Fund sold out of McDonald's (MCD) in Q2 2024, closing a stake of 149,947 shares — an estimated $42.3M sold.

Texas Permanent School Fund first reported a position in MCD in Q2 2013 and held it in 44 quarters. The position peaked at $50.9M in Q2 2013. 3,078 funds tracked by Wall St. Rank hold MCD as of Q2 2024.

Texas Permanent School Fund reported no remaining McDonald's position as of Q2 2024 after selling out during the quarter.
Texas Permanent School Fund sold 149,947 McDonald's shares in Q2 2024, an estimated $42.3M.
Texas Permanent School Fund first reported a position in McDonald's in Q2 2013 and held it in 44 quarters.
Texas Permanent School Fund's McDonald's position peaked at $50.9M in Q2 2013.
3,078 funds tracked by Wall St. Rank held McDonald's as of Q2 2024.

Based on Texas Permanent School Fund's 13F filing for Q2 2024, filed 7 Aug 2024.