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Alphinity Investment Management’s McDonald's MCD Stock Holding History

Alphinity Investment 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
-814,715
Closed -$243M – 32
2023
Q2 		$243M Buy
814,715
+33,994
+4% +$9.88M 3.95% 15
2023
Q1 		$218M Sell
780,721
-25,512
-3% -$6.83M 4.89% 13
2022
Q4 		$212M Buy
806,233
+5,461
+0.7% +$1.44M 6.23% 8
2022
Q3 		$185M Sell
800,772
-13,427
-2% -$3.43M 5.92% 9
2022
Q2 		$201M Sell
814,199
-150,424
-16% -$37M 6.13% 7
2022
Q1 		$239M Buy
964,623
+222,092
+30% +$55.3M 5.55% 7
2021
Q4 		$199M Buy
+742,531
New +$187M 4.48% 12
2020
Q1 		– Sell
-150,770
Closed -$29.8M – 28
2019
Q4 		$29.8M Sell
150,770
-78,845
-34% -$15.6M 3.3% 21
2019
Q3 		$49.3M Sell
229,615
-117
-0.1% -$25.1K 5.69% 3
2019
Q2 		$47.7M Buy
229,732
+3,240
+1% +$642K 5.92% 3
2019
Q1 		$43M Buy
226,492
+52,060
+30% +$9.45M 6.12% 2
2018
Q4 		$31M Buy
174,432
+75,490
+76% +$13.4M 6.91% 1
2018
Q3 		$16.6M Buy
+98,942
New +$15.9M 3.16% 18

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

Alphinity Investment Management's MCD Position: Q3 2023 in Review

Alphinity Investment Management sold out of McDonald's (MCD) in Q3 2023, closing a stake of 814,715 shares — an estimated $243M sold.

Alphinity Investment Management first reported a position in MCD in Q3 2018 and held it in 13 quarters. The position peaked at $243M in Q2 2023. 2,992 funds tracked by Wall St. Rank hold MCD as of Q3 2023.

  • Alphinity Investment Management reported no remaining McDonald's position as of Q3 2023 after selling out during the quarter.
  • Alphinity Investment Management sold 814,715 McDonald's shares in Q3 2023, an estimated $243M.
  • Alphinity Investment Management first reported a position in McDonald's in Q3 2018 and held it in 13 quarters.
  • Alphinity Investment Management's McDonald's position peaked at $243M in Q2 2023.
  • 2,992 funds tracked by Wall St. Rank held McDonald's as of Q3 2023.

Based on Alphinity Investment Management's 13F filing for Q3 2023, filed 8 Nov 2023.