Wexford Capital’s McDonald's MCD Stock Holding History

Wexford Capital’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	-2,220	Closed	-$566K	–	205
2024 Q2	$566K	Buy	2,220 +794	+56%	+$211K	0.14%	97
2024 Q1	$402K	Sell	1,426 -1,604	-53%	-$466K	0.08%	145
2023 Q4	$898K	Buy	3,030 +1,340	+79%	+$365K	0.19%	84
2023 Q3	$445K	Sell	1,690 -617	-27%	-$176K	0.1%	130
2023 Q2	$688K	Sell	2,307 -6,004	-72%	-$1.74M	0.14%	92
2023 Q1	$2.32M	Buy	+8,311	New	+$2.23M	0.48%	49
2020 Q3	–	Sell	-560	Closed	-$103K	–	238
2020 Q2	$103K	Sell	560 -17,445	-97%	-$3.2M	0.03%	132
2020 Q1	$2.98M	Buy	+18,005	New	+$3.55M	1.1%	33

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

Wexford Capital's MCD Position: Q3 2024 in Review

Wexford Capital sold out of McDonald's (MCD) in Q3 2024, closing a stake of 2,220 shares — an estimated $566K sold.

Wexford Capital first reported a position in MCD in Q1 2020 and held it in 8 quarters. The position peaked at $2.98M in Q1 2020. 3,163 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

Wexford Capital reported no remaining McDonald's position as of Q3 2024 after selling out during the quarter.
Wexford Capital sold 2,220 McDonald's shares in Q3 2024, an estimated $566K.
Wexford Capital first reported a position in McDonald's in Q1 2020 and held it in 8 quarters.
Wexford Capital's McDonald's position peaked at $2.98M in Q1 2020.
3,163 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on Wexford Capital's 13F filing for Q3 2024, filed 14 Nov 2024.