Eukles Asset Management’s McDonald's MCD Stock Holding History

Eukles 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	–	Sell	-1	Closed	-$263	–	251
2023 Q3	$263	Hold	1	–	–	﹤0.01%	231
2023 Q2	$298	Hold	1	–	–	﹤0.01%	225
2023 Q1	$280	Hold	1	–	–	﹤0.01%	207
2022 Q4	$0	Hold	1	–	–	﹤0.01%	212
2022 Q3	$0	Hold	1	–	–	﹤0.01%	209
2022 Q2	$0	Hold	1	–	–	﹤0.01%	207
2022 Q1	$0	Hold	1	–	–	﹤0.01%	210
2021 Q4	$0	Hold	1	–	–	﹤0.01%	219
2021 Q3	$0	Sell	1 -369	-100%	-$88.1K	﹤0.01%	223
2021 Q2	$85K	Buy	370 +369	+36,900%	+$85.9K	0.05%	137
2021 Q1	$0	Hold	1	–	–	﹤0.01%	206
2020 Q4	$0	Hold	1	–	–	﹤0.01%	160
2020 Q3	$0	Buy	+1	New	+$205	﹤0.01%	165

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

Eukles Asset Management's MCD Position: Q4 2023 in Review

Eukles Asset Management sold out of McDonald's (MCD) in Q4 2023, closing a stake of 1 share — an estimated $263 sold.

Eukles Asset Management first reported a position in MCD in Q3 2020 and held it in 13 quarters. The position peaked at $85K in Q2 2021. 3,185 funds tracked by Wall St. Rank hold MCD as of Q4 2023.

Eukles Asset Management reported no remaining McDonald's position as of Q4 2023 after selling out during the quarter.
Eukles Asset Management sold 1 McDonald's share in Q4 2023, an estimated $263.
Eukles Asset Management first reported a position in McDonald's in Q3 2020 and held it in 13 quarters.
Eukles Asset Management's McDonald's position peaked at $85K in Q2 2021.
3,185 funds tracked by Wall St. Rank held McDonald's as of Q4 2023.

Based on Eukles Asset Management's 13F filing for Q4 2023, filed 31 Jan 2024.