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

Wedge 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
2023
Q3 		– Sell
-1,273
Closed -$380K – 509
2023
Q2 		$380K Sell
1,273
-123
-9% -$35.7K 0.01% 479
2023
Q1 		$390K Buy
1,396
+76
+6% +$20.4K 0.01% 331
2022
Q4 		$348K Buy
1,320
+18
+1% +$4.75K 0.01% 336
2022
Q3 		$300K Sell
1,302
-50
-4% -$12.8K 0.01% 345
2022
Q2 		$334K Sell
1,352
-99
-7% -$24.4K 0.01% 341
2022
Q1 		$359K Sell
1,451
-18
-1% -$4.48K ﹤0.01% 338
2021
Q4 		$394K Buy
+1,469
New +$371K ﹤0.01% 337
2020
Q3 		– Sell
-1,654
Closed -$305K – 549
2020
Q2 		$305K Buy
1,654
+96
+6% +$17.6K ﹤0.01% 420
2020
Q1 		$258K Buy
+1,558
New +$307K ﹤0.01% 425
2018
Q1 		– Sell
-170,971
Closed -$29.4M – 594
2017
Q4 		$29.4M Sell
170,971
-40,325
-19% -$6.77M 0.26% 119
2017
Q3 		$33.1M Sell
211,296
-9,731
-4% -$1.53M 0.31% 109
2017
Q2 		$33.9M Buy
+221,027
New +$31.9M 0.32% 97
2015
Q4 		– Sell
-113,042
Closed -$11.1M – 605
2015
Q3 		$11.1M Sell
113,042
-9,995
-8% -$974K 0.12% 216
2015
Q2 		$11.7M Sell
123,037
-975
-0.8% -$94.3K 0.11% 213
2015
Q1 		$12.1M Buy
124,012
+8,075
+7% +$766K 0.12% 206
2014
Q4 		$10.9M Sell
115,937
-720
-0.6% -$67.4K 0.11% 222
2014
Q3 		$11.1M Sell
116,657
-17,190
-13% -$1.64M 0.12% 217
2014
Q2 		$13.5M Sell
133,847
-1,245
-0.9% -$126K 0.14% 200
2014
Q1 		$13.2M Buy
135,092
+7,785
+6% +$744K 0.14% 202
2013
Q4 		$12.4M Buy
+127,307
New +$12.2M 0.13% 212

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wedge Capital Management's MCD Position: Q3 2023 in Review

Wedge Capital Management sold out of McDonald's (MCD) in Q3 2023, closing a stake of 1,273 shares — an estimated $380K sold.

Wedge Capital Management first reported a position in MCD in Q4 2013 and held it in 20 quarters. The position peaked at $33.9M in Q2 2017. 2,992 funds tracked by Wall St. Rank hold MCD as of Q3 2023.

  • Wedge Capital Management reported no remaining McDonald's position as of Q3 2023 after selling out during the quarter.
  • Wedge Capital Management sold 1,273 McDonald's shares in Q3 2023, an estimated $380K.
  • Wedge Capital Management first reported a position in McDonald's in Q4 2013 and held it in 20 quarters.
  • Wedge Capital Management's McDonald's position peaked at $33.9M in Q2 2017.
  • 2,992 funds tracked by Wall St. Rank held McDonald's as of Q3 2023.

Based on Wedge Capital Management's 13F filing for Q3 2023, filed 13 Oct 2023.