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Coury Firm Asset Management’s McDonald's MCD Stock Holding History

Coury Firm 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
Q3 		$859K Buy
3,262
+915
+39% +$261K 1.37% 13
2023
Q2 		$700K Buy
2,347
+6
+0.3% +$1.74K 1.01% 17
2023
Q1 		$654K Buy
2,341
+114
+5% +$30.5K 0.92% 21
2022
Q4 		$587K Buy
2,227
+7
+0.3% +$1.85K 0.87% 22
2022
Q3 		$512K Buy
2,220
+7
+0.3% +$1.79K 0.77% 22
2022
Q2 		$546K Buy
2,213
+7
+0.3% +$1.72K 0.72% 23
2022
Q1 		$546K Buy
2,206
+7
+0.3% +$1.74K 0.47% 26
2021
Q4 		$590K Buy
+2,199
New +$555K 0.45% 30

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

Coury Firm Asset Management's MCD Position: Q3 2023 in Review

Coury Firm Asset Management increased its McDonald's (MCD) stake by 39% in Q3 2023, buying an estimated $261K and bringing the position to 3,262 shares worth $859K. The position accounts for 1.37% of the portfolio, ranked #13.

Coury Firm Asset Management first reported a position in MCD in Q4 2021 and has held it in 8 quarters since. 2,993 funds tracked by Wall St. Rank hold MCD as of Q3 2023.

  • Coury Firm Asset Management held 3,262 shares of McDonald's worth $859K as of Q3 2023.
  • Coury Firm Asset Management bought 915 McDonald's shares in Q3 2023, an estimated $261K.
  • McDonald's made up 1.37% of Coury Firm Asset Management's portfolio in Q3 2023, its #13 holding.
  • Coury Firm Asset Management first reported a position in McDonald's in Q4 2021 and has held it in 8 quarters since.
  • 2,993 funds tracked by Wall St. Rank held McDonald's as of Q3 2023.

Based on Coury Firm Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.