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Ardevora Asset Management’s McDonald's MCD Stock Holding History

Ardevora Asset 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
Q4 		$16.6M Sell
56,101
-56,104
-50% -$15.3M 1.48% 15
2023
Q3 		$29.6M Sell
112,205
-79,302
-41% -$22.6M 1.45% 19
2023
Q2 		$57.1M Sell
191,507
-91,171
-32% -$26.5M 1.38% 14
2023
Q1 		$79M Buy
282,678
+18,183
+7% +$4.87M 1.42% 16
2022
Q4 		$69.7M Sell
264,495
-16,027
-6% -$4.23M 1.19% 22
2022
Q3 		$64.7M Buy
280,522
+62,926
+29% +$16.1M 1.17% 24
2022
Q2 		$53.7M Sell
217,596
-23,000
-10% -$5.66M 0.88% 53
2022
Q1 		$59.5M Sell
240,596
-36,443
-13% -$9.08M 0.77% 79
2021
Q4 		$74.3M Buy
277,039
+12,500
+5% +$3.16M 0.79% 71
2021
Q3 		$63.8M Sell
264,539
-6,600
-2% -$1.58M 0.81% 82
2021
Q2 		$62.6M Buy
271,139
+61,175
+29% +$14.2M 0.79% 92
2021
Q1 		$47.1M Sell
209,964
-2,200
-1% -$471K 0.7% 103
2020
Q4 		$45.5M Buy
212,164
+3,800
+2% +$826K 0.7% 107
2020
Q3 		$45.7M Buy
208,364
+4,500
+2% +$924K 0.84% 80
2020
Q2 		$37.6M Buy
203,864
+5,564
+3% +$1.02M 0.74% 104
2020
Q1 		$32.8M Buy
+198,300
New +$39.1M 0.87% 85
2019
Q3 		– Sell
-162,836
Closed -$33.8M – 111
2019
Q2 		$33.8M Buy
162,836
+1,400
+0.9% +$277K 0.83% 82
2019
Q1 		$30.7M Buy
161,436
+11,600
+8% +$2.11M 0.8% 86
2018
Q4 		$26.6M Sell
149,836
-27,300
-15% -$4.84M 0.8% 89
2018
Q3 		$29.6M Buy
177,136
+11,300
+7% +$1.81M 0.82% 71
2018
Q2 		$26M Buy
+165,836
New +$26.9M 0.73% 106

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ardevora Asset Management's MCD Position: Q4 2023 in Review

Ardevora Asset Management reduced its McDonald's (MCD) stake by 50% in Q4 2023, selling an estimated $15.3M and leaving 56,101 shares worth $16.6M. The position accounts for 1.48% of the portfolio, ranked #15.

Ardevora Asset Management first reported a position in MCD in Q2 2018 and has held it in 21 quarters since. The position peaked at $79M in Q1 2023. 3,185 funds tracked by Wall St. Rank hold MCD as of Q4 2023.

  • Ardevora Asset Management held 56,101 shares of McDonald's worth $16.6M as of Q4 2023.
  • Ardevora Asset Management sold 56,104 McDonald's shares in Q4 2023, an estimated $15.3M.
  • McDonald's made up 1.48% of Ardevora Asset Management's portfolio in Q4 2023, its #15 holding.
  • Ardevora Asset Management first reported a position in McDonald's in Q2 2018 and has held it in 21 quarters since.
  • Ardevora Asset Management's McDonald's position peaked at $79M in Q1 2023.
  • 3,185 funds tracked by Wall St. Rank held McDonald's as of Q4 2023.

Based on Ardevora Asset Management's 13F filing for Q4 2023, filed 1 Feb 2024.