Front Barnett Associates’s McDonald's MCD Stock Holding History

Front Barnett Associates’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 Q3	$1.2M	Sell	4,571 -316	-6%	-$90.1K	0.14%	54
2023 Q2	$1.46M	Sell	4,887 -5	-0.1%	-$1.45K	0.16%	54
2023 Q1	$1.37M	Sell	4,892 -2	-0%	-$536	0.16%	57
2022 Q4	$1.29M	Hold	4,894	–	–	0.16%	60
2022 Q3	$1.13M	Sell	4,894 -211	-4%	-$53.9K	0.15%	60
2022 Q2	$1.26M	Sell	5,105 -75	-1%	-$18.5K	0.15%	60
2022 Q1	$1.28M	Sell	5,180 -103	-2%	-$25.7K	0.13%	62
2021 Q4	$1.42M	Sell	5,283 -275	-5%	-$69.4K	0.13%	61
2021 Q3	$1.34M	Sell	5,558 -166	-3%	-$39.6K	0.14%	65
2021 Q2	$1.32M	Sell	5,724 -15	-0.3%	-$3.49K	0.13%	66
2021 Q1	$1.29M	Sell	5,739 -130	-2%	-$27.8K	0.14%	65
2020 Q4	$1.26M	Hold	5,869	–	–	0.15%	61
2020 Q3	$1.29M	Hold	5,869	–	–	0.18%	56
2020 Q2	$1.08M	Sell	5,869 -2	-0%	-$367	0.17%	60
2020 Q1	$971K	Buy	5,871 +602	+11%	+$119K	0.19%	62
2019 Q4	$1.04M	Buy	5,269 +50	+1%	+$9.92K	0.16%	69
2019 Q3	$1.12M	Sell	5,219 -20	-0.4%	-$4.29K	0.19%	64
2019 Q2	$1.09M	Sell	5,239 -20	-0.4%	-$3.96K	0.18%	66
2019 Q1	$999K	Buy	5,259 +173	+3%	+$31.4K	0.16%	70
2018 Q4	$903K	Hold	5,086	–	–	0.16%	68
2018 Q3	$851K	Sell	5,086 -25	-0.5%	-$4.01K	0.13%	73
2018 Q2	$801K	Hold	5,111	–	–	0.13%	74
2018 Q1	$799K	Sell	5,111 -55	-1%	-$9.05K	0.13%	74
2017 Q4	$889K	Hold	5,166	–	–	0.15%	74
2017 Q3	$809K	Hold	5,166	–	–	0.14%	74
2017 Q2	$791K	Hold	5,166	–	–	0.14%	75
2017 Q1	$670K	Hold	5,166	–	–	0.12%	75
2016 Q4	$629K	Hold	5,166	–	–	0.12%	76
2016 Q3	$596K	Hold	5,166	–	–	0.11%	77
2016 Q2	$622K	Hold	5,166	–	–	0.13%	77
2016 Q1	$649K	Sell	5,166 -20	-0.4%	-$2.39K	0.13%	76
2015 Q4	$613K	Hold	5,186	–	–	0.12%	79
2015 Q3	$511K	Hold	5,186	–	–	0.11%	79
2015 Q2	$493K	Sell	5,186 -20	-0.4%	-$1.93K	0.09%	81
2015 Q1	$507K	Sell	5,206 -65	-1%	-$6.17K	0.09%	77
2014 Q4	$494K	Sell	5,271 -75	-1%	-$7.02K	0.09%	79
2014 Q3	$507K	Sell	5,346 -370	-6%	-$35.3K	0.1%	76
2014 Q2	$576K	Sell	5,716 -223	-4%	-$22.5K	0.11%	73
2014 Q1	$582K	Sell	5,939 -930	-14%	-$88.9K	0.11%	70
2013 Q4	$666K	Sell	6,869 -1,080	-14%	-$104K	0.13%	69
2013 Q3	$765K	Sell	7,949 -25	-0.3%	-$2.44K	0.16%	66
2013 Q2	$789K	Buy	+7,974	New	+$799K	0.18%	62

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Front Barnett Associates's MCD Position: Q3 2023 in Review

Front Barnett Associates reduced its McDonald's (MCD) stake by 6.5% in Q3 2023, selling an estimated $90.1K and leaving 4,571 shares worth $1.2M. The position accounts for 0.14% of the portfolio, ranked #54.

Front Barnett Associates first reported a position in MCD in Q2 2013 and has held it in 42 quarters since. The position peaked at $1.46M in Q2 2023. 2,993 funds tracked by Wall St. Rank hold MCD as of Q3 2023.

Front Barnett Associates held 4,571 shares of McDonald's worth $1.2M as of Q3 2023.
Front Barnett Associates sold 316 McDonald's shares in Q3 2023, an estimated $90.1K.
McDonald's made up 0.14% of Front Barnett Associates's portfolio in Q3 2023, its #54 holding.
Front Barnett Associates first reported a position in McDonald's in Q2 2013 and has held it in 42 quarters since.
Front Barnett Associates's McDonald's position peaked at $1.46M in Q2 2023.
2,993 funds tracked by Wall St. Rank held McDonald's as of Q3 2023.

Based on Front Barnett Associates's 13F filing for Q3 2023, filed 13 Nov 2023.