Evelyn V. Moreno’s McDonald's MCD Stock Holding History

Evelyn V. Moreno’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	$227K	Hold	765	–	–	0.11%	128
2023 Q3	$202K	Hold	765	–	–	0.04%	133
2023 Q2	$228K	Sell	765 -475	-38%	-$138K	0.05%	112
2023 Q1	$347K	Sell	1,240 -100	-7%	-$26.8K	0.08%	86
2022 Q4	$353K	Buy	+1,340	New	+$354K	0.08%	117
2022 Q3	–	Sell	-1,340	Closed	-$331K	–	154
2022 Q2	$331K	Buy	1,340 +200	+18%	+$49.3K	0.08%	119
2022 Q1	$282K	Buy	+1,140	New	+$284K	0.06%	86

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

Evelyn V. Moreno's MCD Position: Q4 2023 in Review

Evelyn V. Moreno held its McDonald's (MCD) position steady in Q4 2023 at 765 shares worth $227K. The position accounts for 0.11% of the portfolio, ranked #128.

Evelyn V. Moreno first reported a position in MCD in Q1 2022 and has held it in 7 quarters since. The position peaked at $353K in Q4 2022. 3,185 funds tracked by Wall St. Rank hold MCD as of Q4 2023.

Evelyn V. Moreno held 765 shares of McDonald's worth $227K as of Q4 2023.
Evelyn V. Moreno left its McDonald's share count unchanged in Q4 2023.
McDonald's made up 0.11% of Evelyn V. Moreno's portfolio in Q4 2023, its #128 holding.
Evelyn V. Moreno first reported a position in McDonald's in Q1 2022 and has held it in 7 quarters since.
Evelyn V. Moreno's McDonald's position peaked at $353K in Q4 2022.
3,185 funds tracked by Wall St. Rank held McDonald's as of Q4 2023.

Based on Evelyn V. Moreno's 13F filing for Q4 2023, filed 9 Feb 2024.