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

Artemis 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
2024
Q1 		– Sell
-32,527
Closed -$9.64M – 236
2023
Q4 		$9.64M Buy
32,527
+2,513
+8% +$684K 0.14% 124
2023
Q3 		$7.9M Buy
30,014
+17,961
+149% +$5.12M 0.11% 144
2023
Q2 		$3.59M Buy
+12,053
New +$3.5M 0.04% 177
2022
Q3 		– Sell
-1,072
Closed -$265K – 262
2022
Q2 		$265K Sell
1,072
-86,213
-99% -$21.2M ﹤0.01% 235
2022
Q1 		$21.6M Buy
87,285
+33,745
+63% +$8.41M 0.17% 149
2021
Q4 		$14.3M Sell
53,540
-14,085
-21% -$3.56M 0.1% 168
2021
Q3 		$16.3M Buy
+67,625
New +$16.1M 0.13% 163
2020
Q4 		– Sell
-165,593
Closed -$36.3M – 284
2020
Q3 		$36.3M Buy
165,593
+28,656
+21% +$5.88M 0.46% 65
2020
Q2 		$25.3M Sell
136,937
-50,635
-27% -$9.28M 0.34% 82
2020
Q1 		$31K Buy
187,572
+38,936
+26% +$7.67M 0.05% 53
2019
Q4 		$29.4M Sell
148,636
-64,963
-30% -$12.9M 0.37% 86
2019
Q3 		$45.8M Buy
213,599
+18,773
+10% +$4.02M 0.63% 54
2019
Q2 		$40.4M Buy
194,826
+106,125
+120% +$21M 0.48% 64
2019
Q1 		$16.9M Sell
88,701
-30,868
-26% -$5.6M 0.2% 145
2018
Q4 		$21.2M Buy
119,569
+116,961
+4,485% +$20.7M 0.28% 107
2018
Q3 		$436K Hold
2,608
– – ﹤0.01% 278
2018
Q2 		$409K Sell
2,608
-35,878
-93% -$5.82M 0.01% 224
2018
Q1 		$6.1M Sell
38,486
-27,786
-42% -$4.57M 0.09% 168
2017
Q4 		$11.4M Hold
66,272
– – 0.19% 119
2017
Q3 		$10.4M Buy
+66,272
New +$10.4M 0.21% 118
2017
Q1 		– Sell
-58,900
Closed -$7.17M – 224
2016
Q4 		$7.17M Buy
58,900
+56,528
+2,383% +$6.63M 0.19% 126
2016
Q3 		$274K Sell
2,372
-1,366
-37% -$162K 0.01% 204
2016
Q2 		$450K Hold
3,738
– – 0.01% 216
2016
Q1 		$470K Buy
+3,738
New +$447K 0.01% 218

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

Artemis Investment Management's MCD Position: Q1 2024 in Review

Artemis Investment Management sold out of McDonald's (MCD) in Q1 2024, closing a stake of 32,527 shares — an estimated $9.64M sold.

Artemis Investment Management first reported a position in MCD in Q1 2016 and held it in 24 quarters. The position peaked at $45.8M in Q3 2019. 3,165 funds tracked by Wall St. Rank hold MCD as of Q1 2024.

  • Artemis Investment Management reported no remaining McDonald's position as of Q1 2024 after selling out during the quarter.
  • Artemis Investment Management sold 32,527 McDonald's shares in Q1 2024, an estimated $9.64M.
  • Artemis Investment Management first reported a position in McDonald's in Q1 2016 and held it in 24 quarters.
  • Artemis Investment Management's McDonald's position peaked at $45.8M in Q3 2019.
  • 3,165 funds tracked by Wall St. Rank held McDonald's as of Q1 2024.

Based on Artemis Investment Management's 13F filing for Q1 2024, filed 16 Apr 2024.