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Waratah Capital Advisors’s McDonald's MCD Stock Holding History

Waratah Capital 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
Q1 		– Sell
-32,427
Closed -$9.61M – 186
2023
Q4 		$9.61M Buy
32,427
+8,338
+35% +$2.27M 0.19% 64
2023
Q3 		$6.35M Buy
24,089
+8,243
+52% +$2.35M 0.09% 82
2023
Q2 		$4.73M Buy
+15,846
New +$4.6M 0.09% 81
2022
Q2 		– Sell
-13,054
Closed -$3.23M – 201
2022
Q1 		$3.23M Buy
+13,054
New +$3.25M 0.04% 119
2020
Q4 		– Sell
-2,807
Closed -$616K – 237
2020
Q3 		$616K Buy
+2,807
New +$576K 0.07% 107
2020
Q1 		– Sell
-13,566
Closed -$2.68M – 130
2019
Q4 		$2.68M Sell
13,566
-3,611
-21% -$716K 0.28% 79
2019
Q3 		$3.69M Sell
17,177
-10,062
-37% -$2.16M 0.42% 57
2019
Q2 		$5.66M Sell
27,239
-115,343
-81% -$22.8M 0.63% 33
2019
Q1 		$27.1M Buy
142,582
+100,872
+242% +$18.3M 2.86% 12
2018
Q4 		$7.41M Buy
41,710
+28,250
+210% +$5.01M 0.92% 31
2018
Q3 		$2.25M Buy
13,460
+10,466
+350% +$1.68M 0.23% 79
2018
Q2 		$469K Buy
+2,994
New +$485K 0.05% 110
2016
Q2 		– Sell
-2,950
Closed -$371K – 128
2016
Q1 		$371K Sell
2,950
-48,431
-94% -$5.79M 0.08% 121
2015
Q4 		$6.07M Buy
51,381
+15,156
+42% +$1.69M 1.12% 25
2015
Q3 		$3.57M Sell
36,225
-7,640
-17% -$744K 0.76% 38
2015
Q2 		$4.17M Sell
43,865
-57,075
-57% -$5.52M 0.94% 30
2015
Q1 		$9.84M Buy
100,940
+95,240
+1,671% +$9.04M 2.69% 14
2014
Q4 		$534K Buy
+5,700
New +$534K 0.25% 60
2014
Q2 		– Sell
-5,900
Closed -$578K – 79
2014
Q1 		$578K Sell
5,900
-3,400
-37% -$325K 0.32% 48
2013
Q4 		$902K Buy
+9,300
New +$894K 0.35% 62

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Waratah Capital Advisors's MCD Position: Q1 2024 in Review

Waratah Capital Advisors sold out of McDonald's (MCD) in Q1 2024, closing a stake of 32,427 shares — an estimated $9.61M sold.

Waratah Capital Advisors first reported a position in MCD in Q4 2013 and held it in 20 quarters. The position peaked at $27.1M in Q1 2019. 3,165 funds tracked by Wall St. Rank hold MCD as of Q1 2024.

  • Waratah Capital Advisors reported no remaining McDonald's position as of Q1 2024 after selling out during the quarter.
  • Waratah Capital Advisors sold 32,427 McDonald's shares in Q1 2024, an estimated $9.61M.
  • Waratah Capital Advisors first reported a position in McDonald's in Q4 2013 and held it in 20 quarters.
  • Waratah Capital Advisors's McDonald's position peaked at $27.1M in Q1 2019.
  • 3,165 funds tracked by Wall St. Rank held McDonald's as of Q1 2024.

Based on Waratah Capital Advisors's 13F filing for Q1 2024, filed 14 May 2024.