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
2019 Q3	–	Sell	-89,800	Closed	-$770K	–	193
2019 Q2	$770K	Buy	+89,800	New	+$17.8M	0.09%	101

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Norges Bank Oslo, Norway $935B AUM

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.