Dorsey Wright & Associates’s McDonald's MCD Stock Holding History

Dorsey Wright & Associates’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	-1,026	Closed	-$270K	–	226
2023 Q3	$270K	Hold	1,026	–	–	0.08%	113
2023 Q2	$306K	Sell	1,026 -3	-0.3%	-$872	0.09%	110
2023 Q1	$288K	Sell	1,029 -7	-0.7%	-$1.88K	0.09%	108
2022 Q4	$273K	Buy	+1,036	New	+$273K	0.08%	114
2016 Q3	–	Sell	-11,101	Closed	-$1.34M	–	119
2016 Q2	$1.34M	Sell	11,101 -1,812	-14%	-$227K	0.71%	45
2016 Q1	$1.43M	Buy	+12,913	New	+$1.54M	0.76%	44

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

Dorsey Wright & Associates's MCD Position: Q4 2023 in Review

Dorsey Wright & Associates sold out of McDonald's (MCD) in Q4 2023, closing a stake of 1,026 shares — an estimated $270K sold.

Dorsey Wright & Associates first reported a position in MCD in Q1 2016 and held it in 6 quarters. The position peaked at $1.43M in Q1 2016. 3,185 funds tracked by Wall St. Rank hold MCD as of Q4 2023.

Dorsey Wright & Associates reported no remaining McDonald's position as of Q4 2023 after selling out during the quarter.
Dorsey Wright & Associates sold 1,026 McDonald's shares in Q4 2023, an estimated $270K.
Dorsey Wright & Associates first reported a position in McDonald's in Q1 2016 and held it in 6 quarters.
Dorsey Wright & Associates's McDonald's position peaked at $1.43M in Q1 2016.
3,185 funds tracked by Wall St. Rank held McDonald's as of Q4 2023.

Based on Dorsey Wright & Associates's 13F filing for Q4 2023, filed 13 Feb 2024.