Eudaimonia Advisors’s McDonald's MCD Stock Holding History

Eudaimonia 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
2024 Q1	$795K	Buy	2,820 +63	+2%	+$18.3K	0.42%	72
2023 Q4	$817K	Buy	2,757 +194	+8%	+$52.8K	0.53%	58
2023 Q3	$675K	Sell	2,563 -107	-4%	-$30.5K	0.47%	66
2023 Q2	$797K	Buy	2,670 +60	+2%	+$17.4K	0.53%	55
2023 Q1	$730K	Sell	2,610 -102	-4%	-$27.3K	0.49%	58
2022 Q4	$715K	Buy	2,712 +13	+0.5%	+$3.43K	0.48%	55
2022 Q3	$623K	Sell	2,699 -101	-4%	-$25.8K	0.43%	61
2022 Q2	$691K	Sell	2,800 -72	-3%	-$17.7K	0.47%	57
2022 Q1	$710K	Sell	2,872 -9	-0.3%	-$2.24K	0.41%	71
2021 Q4	$772K	Buy	+2,881	New	+$727K	0.45%	61

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Eudaimonia Advisors's MCD Position: Q1 2024 in Review

Eudaimonia Advisors increased its McDonald's (MCD) stake by 2.3% in Q1 2024, buying an estimated $18.3K and bringing the position to 2,820 shares worth $795K. The position accounts for 0.42% of the portfolio, ranked #72.

Eudaimonia Advisors first reported a position in MCD in Q4 2021 and has held it in 10 quarters since. The position peaked at $817K in Q4 2023. 3,165 funds tracked by Wall St. Rank hold MCD as of Q1 2024.

Eudaimonia Advisors held 2,820 shares of McDonald's worth $795K as of Q1 2024.
Eudaimonia Advisors bought 63 McDonald's shares in Q1 2024, an estimated $18.3K.
McDonald's made up 0.42% of Eudaimonia Advisors's portfolio in Q1 2024, its #72 holding.
Eudaimonia Advisors first reported a position in McDonald's in Q4 2021 and has held it in 10 quarters since.
Eudaimonia Advisors's McDonald's position peaked at $817K in Q4 2023.
3,165 funds tracked by Wall St. Rank held McDonald's as of Q1 2024.

Based on Eudaimonia Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.