Bessemer Securities’s McDonald's MCD Stock Holding History

Bessemer Securities’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	–	Sell	-928	Closed	-$244K	–	70
2023 Q3	$244K	Sell	928 -375	-29%	-$107K	0.34%	105
2023 Q2	$389K	Sell	1,303 -175	-12%	-$50.8K	0.26%	114
2023 Q1	$413K	Hold	1,478	–	–	0.19%	120
2022 Q4	$390K	Sell	1,478 -341	-19%	-$90K	0.17%	120
2022 Q3	$420K	Hold	1,819	–	–	0.15%	113
2022 Q2	$449K	Hold	1,819	–	–	0.16%	112
2022 Q1	$450K	Hold	1,819	–	–	0.13%	112
2021 Q4	$488K	Buy	1,819 +194	+12%	+$49K	0.13%	108
2021 Q3	$392K	Hold	1,625	–	–	0.13%	110
2021 Q2	$375K	Hold	1,625	–	–	0.15%	109
2021 Q1	$364K	Hold	1,625	–	–	0.15%	111
2020 Q4	$349K	Buy	1,625 +650	+67%	+$141K	0.15%	71
2020 Q3	$214K	Hold	975	–	–	0.1%	82
2020 Q2	$180K	Hold	975	–	–	0.09%	83
2020 Q1	$161K	Sell	975 -650	-40%	-$128K	0.08%	102
2019 Q4	$321K	Hold	1,625	–	–	0.13%	91
2019 Q3	$349K	Hold	1,625	–	–	0.14%	88
2019 Q2	$337K	Hold	1,625	–	–	0.14%	86
2019 Q1	$309K	Hold	1,625	–	–	0.11%	87
2018 Q4	$289K	Buy	+1,625	New	+$288K	0.11%	91
2015 Q4	–	Sell	-4,700	Closed	-$463K	–	36
2015 Q3	$463K	Buy	+4,700	New	+$458K	0.18%	72
2015 Q2	–	Sell	-19,314	Closed	-$1.88M	–	87
2015 Q1	$1.88M	Hold	19,314	–	–	0.64%	48
2014 Q4	$1.81M	Buy	19,314 +5,523	+40%	+$517K	0.62%	55
2014 Q3	$1.31M	Buy	13,791 +1,769	+15%	+$169K	0.65%	54
2014 Q2	$1.21M	Buy	+12,022	New	+$1.21M	0.68%	42
2014 Q1	–	Sell	-12,022	Closed	-$1.17M	–	24
2013 Q4	$1.17M	Buy	+12,022	New	+$1.16M	0.69%	41

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Bessemer Securities's MCD Position: Q4 2023 in Review

Bessemer Securities sold out of McDonald's (MCD) in Q4 2023, closing a stake of 928 shares — an estimated $244K sold.

Bessemer Securities first reported a position in MCD in Q4 2013 and held it in 26 quarters. The position peaked at $1.88M in Q1 2015. 3,185 funds tracked by Wall St. Rank hold MCD as of Q4 2023.

Bessemer Securities reported no remaining McDonald's position as of Q4 2023 after selling out during the quarter.
Bessemer Securities sold 928 McDonald's shares in Q4 2023, an estimated $244K.
Bessemer Securities first reported a position in McDonald's in Q4 2013 and held it in 26 quarters.
Bessemer Securities's McDonald's position peaked at $1.88M in Q1 2015.
3,185 funds tracked by Wall St. Rank held McDonald's as of Q4 2023.

Based on Bessemer Securities's 13F filing for Q4 2023.