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

Acrisure 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 Q2	–	Sell	-1,627	Closed	-$455K	–	142
2023 Q1	$455K	Sell	1,627 -2,586	-61%	-$693K	0.46%	64
2022 Q4	$1.11M	Buy	+4,213	New	+$1.11M	1.23%	8

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Acrisure Capital Management's MCD Position: Q2 2023 in Review

Acrisure Capital Management sold out of McDonald's (MCD) in Q2 2023, closing a stake of 1,627 shares — an estimated $455K sold.

Acrisure Capital Management first reported a position in MCD in Q4 2022 and held it in 2 quarters. The position peaked at $1.11M in Q4 2022. 3,002 funds tracked by Wall St. Rank hold MCD as of Q2 2023.

Acrisure Capital Management reported no remaining McDonald's position as of Q2 2023 after selling out during the quarter.
Acrisure Capital Management sold 1,627 McDonald's shares in Q2 2023, an estimated $455K.
Acrisure Capital Management first reported a position in McDonald's in Q4 2022 and held it in 2 quarters.
Acrisure Capital Management's McDonald's position peaked at $1.11M in Q4 2022.
3,002 funds tracked by Wall St. Rank held McDonald's as of Q2 2023.

Based on Acrisure Capital Management's 13F filing for Q2 2023.