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Eudaimonia Partners’s McDonald's MCD Stock Holding History

Eudaimonia 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
2024
Q1 		$2.01M Sell
7,121
-90
-1% -$26.2K 0.48% 46
2023
Q4 		$2.14M Buy
7,211
+2,264
+46% +$616K 0.56% 39
2023
Q3 		$1.3M Sell
4,947
-226
-4% -$64.5K 0.32% 72
2023
Q2 		$1.54M Buy
5,173
+2,028
+64% +$589K 0.35% 68
2023
Q1 		$879K Sell
3,145
-396
-11% -$106K 0.21% 113
2022
Q4 		$933K Sell
3,541
-1,176
-25% -$310K 0.23% 114
2022
Q3 		$1.09M Sell
4,717
-4,826
-51% -$1.23M 0.28% 91
2022
Q2 		$2.36M Sell
9,543
-1,902
-17% -$468K 0.43% 61
2022
Q1 		$2.83M Buy
+11,445
New +$2.85M 0.48% 54
2021
Q3 		$2.75M Buy
11,390
+1,585
+16% +$378K 0.5% 52
2021
Q2 		$2.27M Sell
9,805
-55
-0.6% -$12.8K 0.42% 66
2021
Q1 		$2.21M Sell
9,860
-1,771
-15% -$379K 0.46% 52
2020
Q4 		$2.5M Buy
11,631
+170
+1% +$37K 0.56% 44
2020
Q3 		$2.52M Buy
11,461
+1,489
+15% +$306K 0.65% 37
2020
Q2 		$1.84M Buy
9,972
+50
+0.5% +$9.17K 0.7% 33
2020
Q1 		$1.64M Buy
9,922
+327
+3% +$64.4K 0.72% 34
2019
Q4 		$1.9M Buy
+9,595
New +$1.9M 0.75% 29

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Eudaimonia Partners's MCD Position: Q1 2024 in Review

Eudaimonia Partners reduced its McDonald's (MCD) stake by 1.2% in Q1 2024, selling an estimated $26.2K and leaving 7,121 shares worth $2.01M. The position accounts for 0.48% of the portfolio, ranked #46.

Eudaimonia Partners first reported a position in MCD in Q4 2019 and has held it in 17 quarters since. The position peaked at $2.83M in Q1 2022. 3,165 funds tracked by Wall St. Rank hold MCD as of Q1 2024.

  • Eudaimonia Partners held 7,121 shares of McDonald's worth $2.01M as of Q1 2024.
  • Eudaimonia Partners sold 90 McDonald's shares in Q1 2024, an estimated $26.2K.
  • McDonald's made up 0.48% of Eudaimonia Partners's portfolio in Q1 2024, its #46 holding.
  • Eudaimonia Partners first reported a position in McDonald's in Q4 2019 and has held it in 17 quarters since.
  • Eudaimonia Partners's McDonald's position peaked at $2.83M in Q1 2022.
  • 3,165 funds tracked by Wall St. Rank held McDonald's as of Q1 2024.

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