EARNEST Partners’s McDonald's MCD Stock Holding History

EARNEST Partners’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	-358	Closed	-$94.3K	–	759
2023 Q3	$94.3K	Hold	358	–	–	﹤0.01%	324
2023 Q2	$107K	Hold	358	–	–	﹤0.01%	305
2023 Q1	$100K	Hold	358	–	–	﹤0.01%	302
2022 Q4	$94.3K	Hold	358	–	–	﹤0.01%	303
2022 Q3	$83K	Hold	358	–	–	﹤0.01%	296
2022 Q2	$88K	Hold	358	–	–	﹤0.01%	297
2022 Q1	$89K	Hold	358	–	–	﹤0.01%	299
2021 Q4	$96K	Hold	358	–	–	﹤0.01%	302
2021 Q3	$86K	Hold	358	–	–	﹤0.01%	298
2021 Q2	$83K	Hold	358	–	–	﹤0.01%	299
2021 Q1	$80K	Hold	358	–	–	﹤0.01%	295
2020 Q4	$77K	Hold	358	–	–	﹤0.01%	292
2020 Q3	$79K	Hold	358	–	–	﹤0.01%	275
2020 Q2	$66K	Hold	358	–	–	﹤0.01%	286
2020 Q1	$59K	Hold	358	–	–	﹤0.01%	283
2019 Q4	$71K	Hold	358	–	–	﹤0.01%	287
2019 Q3	$77K	Hold	358	–	–	﹤0.01%	281
2019 Q2	$74K	Hold	358	–	–	﹤0.01%	284
2019 Q1	$68K	Hold	358	–	–	﹤0.01%	282
2018 Q4	$64K	Hold	358	–	–	﹤0.01%	279
2018 Q3	$60K	Hold	358	–	–	﹤0.01%	299
2018 Q2	$56K	Sell	358 -37	-9%	-$6K	﹤0.01%	299
2018 Q1	$62K	Hold	395	–	–	﹤0.01%	289
2017 Q4	$68K	Buy	+395	New	+$66.3K	﹤0.01%	274
2017 Q1	–	Sell	-442	Closed	-$54K	–	630
2016 Q4	$54K	Buy	+442	New	+$51.8K	﹤0.01%	276

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

EARNEST Partners's MCD Position: Q4 2023 in Review

EARNEST Partners sold out of McDonald's (MCD) in Q4 2023, closing a stake of 358 shares — an estimated $94.3K sold.

EARNEST Partners first reported a position in MCD in Q4 2016 and held it in 25 quarters. The position peaked at $107K in Q2 2023. 3,188 funds tracked by Wall St. Rank hold MCD as of Q4 2023.

EARNEST Partners reported no remaining McDonald's position as of Q4 2023 after selling out during the quarter.
EARNEST Partners sold 358 McDonald's shares in Q4 2023, an estimated $94.3K.
EARNEST Partners first reported a position in McDonald's in Q4 2016 and held it in 25 quarters.
EARNEST Partners's McDonald's position peaked at $107K in Q2 2023.
3,188 funds tracked by Wall St. Rank held McDonald's as of Q4 2023.

Based on EARNEST Partners's 13F filing for Q4 2023, filed 14 Feb 2024.