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

Ziegler 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
2024
Q1 		$1.56M Sell
5,549
-16,903
-75% -$4.92M 0.06% 232
2023
Q4 		$6.66M Sell
22,452
-2,049
-8% -$558K 0.3% 75
2023
Q3 		$6.45M Sell
24,501
-830
-3% -$237K 0.26% 137
2023
Q2 		$7.56M Sell
25,331
-1,407
-5% -$409K 0.29% 129
2023
Q1 		$7.48M Buy
26,738
+3,830
+17% +$1.03M 0.3% 129
2022
Q4 		$6.04M Buy
22,908
+17,622
+333% +$4.65M 0.25% 141
2022
Q3 		$1.22M Hold
5,286
– – 0.05% 266
2022
Q2 		$1.3M Buy
5,286
+4,185
+380% +$1.03M 0.05% 260
2022
Q1 		$272K Sell
1,101
-34,299
-97% -$8.54M 0.01% 356
2021
Q4 		$9.49M Sell
35,400
-1,379
-4% -$348K 0.34% 109
2021
Q3 		$8.87M Sell
36,779
-618
-2% -$148K 0.32% 117
2021
Q2 		$8.64M Buy
37,397
+19,814
+113% +$4.61M 0.29% 125
2021
Q1 		$3.94M Sell
17,583
-3,927
-18% -$840K 0.12% 212
2020
Q4 		$4.62M Sell
21,510
-700
-3% -$152K 0.15% 194
2020
Q3 		$4.87M Sell
22,210
-5,678
-20% -$1.17M 0.19% 189
2020
Q2 		$5.14M Sell
27,888
-43,375
-61% -$7.95M 0.16% 187
2020
Q1 		$11.8M Buy
+71,263
New +$14M 0.32% 81
2013
Q3 		$1.86M Sell
19,343
-1,687
-8% -$165K 0.16% 174
2013
Q2 		$2.08M Buy
+21,030
New +$2.11M 0.22% 139

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

Ziegler Capital Management's MCD Position: Q1 2024 in Review

Ziegler Capital Management reduced its McDonald's (MCD) stake by 75% in Q1 2024, selling an estimated $4.92M and leaving 5,549 shares worth $1.56M. The position accounts for 0.06% of the portfolio, ranked #232.

Ziegler Capital Management first reported a position in MCD in Q2 2013 and has held it in 19 quarters since. The position peaked at $11.8M in Q1 2020. 3,166 funds tracked by Wall St. Rank hold MCD as of Q1 2024.

  • Ziegler Capital Management held 5,549 shares of McDonald's worth $1.56M as of Q1 2024.
  • Ziegler Capital Management sold 16,903 McDonald's shares in Q1 2024, an estimated $4.92M.
  • McDonald's made up 0.06% of Ziegler Capital Management's portfolio in Q1 2024, its #232 holding.
  • Ziegler Capital Management first reported a position in McDonald's in Q2 2013 and has held it in 19 quarters since.
  • Ziegler Capital Management's McDonald's position peaked at $11.8M in Q1 2020.
  • 3,166 funds tracked by Wall St. Rank held McDonald's as of Q1 2024.

Based on Ziegler Capital Management's 13F filing for Q1 2024, filed 15 May 2024.