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Columbia Trust’s McDonald's MCD Stock Holding History

Columbia Trust’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 		$1.93M Buy
6,497
+673
+12% +$183K 0.87% 33
2023
Q3 		$1.53M Buy
5,824
+82
+1% +$23.4K 0.89% 34
2023
Q2 		$1.71M Sell
5,742
-88
-2% -$25.6K 0.96% 29
2023
Q1 		$1.63M Sell
5,830
-769
-12% -$206K 0.94% 28
2022
Q4 		$1.74M Sell
6,599
-824
-11% -$217K 0.97% 29
2022
Q3 		$1.71M Sell
7,423
-526
-7% -$134K 0.97% 24
2022
Q2 		$1.96M Sell
7,949
-395
-5% -$97.3K 1.05% 22
2022
Q1 		$2.09M Buy
8,344
+2,597
+45% +$647K 0.98% 28
2021
Q4 		$1.39M Hold
5,747
– – 0.73% 40
2021
Q3 		$1.39M Sell
5,747
-227
-4% -$54.2K 0.73% 40
2021
Q2 		$1.38M Buy
5,974
+448
+8% +$104K 0.79% 38
2021
Q1 		$1.24M Buy
5,526
+310
+6% +$66.3K 0.77% 36
2020
Q4 		$1.12M Buy
+5,216
New +$1.13M 0.78% 40
2020
Q2 		$944K Buy
5,122
+243
+5% +$44.6K 0.84% 41
2020
Q1 		$806K Sell
4,879
-166
-3% -$32.7K 0.88% 34
2019
Q4 		$996K Buy
+5,045
New +$1M 0.89% 33

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

Columbia Trust's MCD Position: Q4 2023 in Review

Columbia Trust increased its McDonald's (MCD) stake by 12% in Q4 2023, buying an estimated $183K and bringing the position to 6,497 shares worth $1.93M. The position accounts for 0.87% of the portfolio, ranked #33.

Columbia Trust first reported a position in MCD in Q4 2019 and has held it in 16 quarters since. The position peaked at $2.09M in Q1 2022. 3,185 funds tracked by Wall St. Rank hold MCD as of Q4 2023.

  • Columbia Trust held 6,497 shares of McDonald's worth $1.93M as of Q4 2023.
  • Columbia Trust bought 673 McDonald's shares in Q4 2023, an estimated $183K.
  • McDonald's made up 0.87% of Columbia Trust's portfolio in Q4 2023, its #33 holding.
  • Columbia Trust first reported a position in McDonald's in Q4 2019 and has held it in 16 quarters since.
  • Columbia Trust's McDonald's position peaked at $2.09M in Q1 2022.
  • 3,185 funds tracked by Wall St. Rank held McDonald's as of Q4 2023.

Based on Columbia Trust's 13F filing for Q4 2023, filed 17 Jan 2024.