Dentgroup’s McDonald's MCD Stock Holding History

Dentgroup’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	-1,643	Closed	-$433K	–	98
2023 Q3	$433K	Buy	1,643 +3	+0.2%	+$856	0.32%	74
2023 Q2	$489K	Hold	1,640	–	–	0.35%	68
2023 Q1	$459K	Hold	1,640	–	–	0.37%	70
2022 Q4	$432K	Hold	1,640	–	–	0.37%	63
2022 Q3	$389K	Buy	1,640 +365	+29%	+$93.3K	0.39%	62
2022 Q2	$315K	Hold	1,275	–	–	0.35%	66
2022 Q1	$315K	Hold	1,275	–	–	0.3%	73
2021 Q4	$342K	Buy	+1,275	New	+$322K	0.32%	66

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

Dentgroup's MCD Position: Q4 2023 in Review

Dentgroup sold out of McDonald's (MCD) in Q4 2023, closing a stake of 1,643 shares — an estimated $433K sold.

Dentgroup first reported a position in MCD in Q4 2021 and held it in 8 quarters. The position peaked at $489K in Q2 2023. 3,185 funds tracked by Wall St. Rank hold MCD as of Q4 2023.

Dentgroup reported no remaining McDonald's position as of Q4 2023 after selling out during the quarter.
Dentgroup sold 1,643 McDonald's shares in Q4 2023, an estimated $433K.
Dentgroup first reported a position in McDonald's in Q4 2021 and held it in 8 quarters.
Dentgroup's McDonald's position peaked at $489K in Q2 2023.
3,185 funds tracked by Wall St. Rank held McDonald's as of Q4 2023.

Based on Dentgroup's 13F filing for Q4 2023, filed 2 Jan 2024.