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Geneva Partners’s McDonald's MCD Stock Holding History

Geneva 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
2023
Q4 		– Sell
-3,270
Closed -$861K – 75
2023
Q3 		$861K Sell
3,270
-65
-2% -$18.5K 0.57% 39
2023
Q2 		$995K Sell
3,335
-90
-3% -$26.1K 0.65% 41
2023
Q1 		$958K Sell
3,425
-137
-4% -$36.7K 0.82% 37
2022
Q4 		$939K Buy
3,562
+253
+8% +$66.7K 0.89% 32
2022
Q3 		$764K Buy
+3,309
New +$846K 0.87% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Geneva Partners's MCD Position: Q4 2023 in Review

Geneva Partners sold out of McDonald's (MCD) in Q4 2023, closing a stake of 3,270 shares — an estimated $861K sold.

Geneva Partners first reported a position in MCD in Q3 2022 and held it in 5 quarters. The position peaked at $995K in Q2 2023. 3,185 funds tracked by Wall St. Rank hold MCD as of Q4 2023.

  • Geneva Partners reported no remaining McDonald's position as of Q4 2023 after selling out during the quarter.
  • Geneva Partners sold 3,270 McDonald's shares in Q4 2023, an estimated $861K.
  • Geneva Partners first reported a position in McDonald's in Q3 2022 and held it in 5 quarters.
  • Geneva Partners's McDonald's position peaked at $995K in Q2 2023.
  • 3,185 funds tracked by Wall St. Rank held McDonald's as of Q4 2023.

Based on Geneva Partners's 13F filing for Q4 2023, filed 31 Jan 2024.