Fund Management at Engine No 1’s McDonald's MCD Stock Holding History

Fund Management at Engine No 1’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	-10,422	Closed	-$2.75M	–	251
2023 Q3	$2.75M	Buy	10,422 +916	+10%	+$261K	0.42%	46
2023 Q2	$2.84M	Buy	9,506 +622	+7%	+$181K	0.52%	41
2023 Q1	$2.48M	Buy	8,884 +821	+10%	+$220K	0.5%	44
2022 Q4	$2.12M	Buy	8,063 +989	+14%	+$261K	0.52%	46
2022 Q3	$1.63M	Sell	7,074 -394	-5%	-$101K	0.48%	47
2022 Q2	$1.84M	Buy	7,468 +1,143	+18%	+$281K	0.49%	46
2022 Q1	$1.56M	Buy	+6,325	New	+$1.58M	0.39%	64

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

Fund Management at Engine No 1's MCD Position: Q4 2023 in Review

Fund Management at Engine No 1 sold out of McDonald's (MCD) in Q4 2023, closing a stake of 10,422 shares — an estimated $2.75M sold.

Fund Management at Engine No 1 first reported a position in MCD in Q1 2022 and held it in 7 quarters. The position peaked at $2.84M in Q2 2023. 3,185 funds tracked by Wall St. Rank hold MCD as of Q4 2023.

Fund Management at Engine No 1 reported no remaining McDonald's position as of Q4 2023 after selling out during the quarter.
Fund Management at Engine No 1 sold 10,422 McDonald's shares in Q4 2023, an estimated $2.75M.
Fund Management at Engine No 1 first reported a position in McDonald's in Q1 2022 and held it in 7 quarters.
Fund Management at Engine No 1's McDonald's position peaked at $2.84M in Q2 2023.
3,185 funds tracked by Wall St. Rank held McDonald's as of Q4 2023.

Based on Fund Management at Engine No 1's 13F filing for Q4 2023.