Desjardins Global Asset Management’s McDonald's MCD Stock Holding History

Desjardins Global 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 Q4	$4.5M	Sell	15,186 -5,638	-27%	-$1.53M	0.48%	30
2023 Q3	$5.49M	Buy	20,824 +9,968	+92%	+$2.84M	0.6%	27
2023 Q2	$3.24M	Buy	10,856 +1,952	+22%	+$567K	0.37%	54
2023 Q1	$2.49M	Buy	8,904 +3,727	+72%	+$999K	0.31%	63
2022 Q4	$1.36M	Sell	5,177 -2,405	-32%	-$634K	0.22%	106
2022 Q3	$1.75M	Buy	7,582 +228	+3%	+$58.3K	0.22%	94
2022 Q2	$1.81M	Buy	7,354 +89	+1%	+$21.9K	0.24%	95
2022 Q1	$1.8M	Sell	7,265 -1,201	-14%	-$299K	0.16%	135
2021 Q4	$2.27M	Buy	+8,466	New	+$2.14M	0.19%	129

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

Desjardins Global Asset Management's MCD Position: Q4 2023 in Review

Desjardins Global Asset Management reduced its McDonald's (MCD) stake by 27% in Q4 2023, selling an estimated $1.53M and leaving 15,186 shares worth $4.5M. The position accounts for 0.48% of the portfolio, ranked #30.

Desjardins Global Asset Management first reported a position in MCD in Q4 2021 and has held it in 9 quarters since. The position peaked at $5.49M in Q3 2023. 3,185 funds tracked by Wall St. Rank hold MCD as of Q4 2023.

Desjardins Global Asset Management held 15,186 shares of McDonald's worth $4.5M as of Q4 2023.
Desjardins Global Asset Management sold 5,638 McDonald's shares in Q4 2023, an estimated $1.53M.
McDonald's made up 0.48% of Desjardins Global Asset Management's portfolio in Q4 2023, its #30 holding.
Desjardins Global Asset Management first reported a position in McDonald's in Q4 2021 and has held it in 9 quarters since.
Desjardins Global Asset Management's McDonald's position peaked at $5.49M in Q3 2023.
3,185 funds tracked by Wall St. Rank held McDonald's as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.