Davidson Investment Advisors’s McDonald's MCD Stock Holding History

Davidson Investment Advisors’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	-1,360	Closed	-$358K	–	122
2023 Q3	$358K	Buy	+1,360	New	+$388K	0.02%	105
2017 Q3	–	Sell	-725	Closed	-$110K	–	152
2017 Q2	$110K	Hold	725	–	–	0.02%	108
2017 Q1	$93K	Buy	725 +95	+15%	+$11.9K	0.01%	122
2016 Q4	$75K	Buy	630 +175	+38%	+$20.5K	0.01%	132
2016 Q3	$51K	Buy	455 +235	+107%	+$27.8K	0.01%	132
2016 Q2	$26K	Buy	+220	New	+$27.6K	﹤0.01%	147
2015 Q2	–	Sell	-600	Closed	-$58K	–	206
2015 Q1	$58K	Sell	600 -332	-36%	-$31.5K	0.01%	155
2014 Q4	$87K	Sell	932 -932	-50%	-$87.2K	0.01%	141
2014 Q3	$177K	Buy	1,864 +932	+100%	+$88.9K	0.01%	143
2014 Q2	$93K	Hold	932	–	–	0.01%	139
2014 Q1	$91K	Hold	932	–	–	0.01%	132
2013 Q4	$90K	Hold	932	–	–	0.01%	130
2013 Q3	$89K	Sell	932 -100	-10%	-$9.76K	0.01%	128
2013 Q2	$102K	Buy	+1,032	New	+$103K	0.02%	122

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

Davidson Investment Advisors's MCD Position: Q4 2023 in Review

Davidson Investment Advisors sold out of McDonald's (MCD) in Q4 2023, closing a stake of 1,360 shares — an estimated $358K sold.

Davidson Investment Advisors first reported a position in MCD in Q2 2013 and held it in 14 quarters. The position peaked at $358K in Q3 2023. 3,185 funds tracked by Wall St. Rank hold MCD as of Q4 2023.

Davidson Investment Advisors reported no remaining McDonald's position as of Q4 2023 after selling out during the quarter.
Davidson Investment Advisors sold 1,360 McDonald's shares in Q4 2023, an estimated $358K.
Davidson Investment Advisors first reported a position in McDonald's in Q2 2013 and held it in 14 quarters.
Davidson Investment Advisors's McDonald's position peaked at $358K in Q3 2023.
3,185 funds tracked by Wall St. Rank held McDonald's as of Q4 2023.

Based on Davidson Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.