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Bramshill Investments’s McDonald's MCD Stock Holding History

Bramshill Investments’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
-200
Closed -$52.7K – 187
2023
Q3 		$52.7K Buy
+200
New +$57K 0.01% 117
2019
Q1 		– Sell
-67
Closed -$12K – 151
2018
Q4 		$12K Hold
67
– – ﹤0.01% 127
2018
Q3 		$11K Buy
+67
New +$10.7K ﹤0.01% 170

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

Bramshill Investments's MCD Position: Q4 2023 in Review

Bramshill Investments sold out of McDonald's (MCD) in Q4 2023, closing a stake of 200 shares — an estimated $52.7K sold.

Bramshill Investments first reported a position in MCD in Q3 2018 and held it in 3 quarters. The position peaked at $52.7K in Q3 2023. 3,185 funds tracked by Wall St. Rank hold MCD as of Q4 2023.

  • Bramshill Investments reported no remaining McDonald's position as of Q4 2023 after selling out during the quarter.
  • Bramshill Investments sold 200 McDonald's shares in Q4 2023, an estimated $52.7K.
  • Bramshill Investments first reported a position in McDonald's in Q3 2018 and held it in 3 quarters.
  • Bramshill Investments's McDonald's position peaked at $52.7K in Q3 2023.
  • 3,185 funds tracked by Wall St. Rank held McDonald's as of Q4 2023.

Based on Bramshill Investments's 13F filing for Q4 2023, filed 14 Feb 2024.