Grassi Investment Management’s McDonald's MCD Stock Holding History

Grassi Investment 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	-894	Closed	-$235K	–	126
2023 Q3	$235K	Hold	894	–	–	0.03%	111
2023 Q2	$267K	Hold	894	–	–	0.03%	105
2023 Q1	$250K	Hold	894	–	–	0.03%	109
2022 Q4	$236K	Hold	894	–	–	0.03%	108
2022 Q3	$206K	Hold	894	–	–	0.03%	115
2022 Q2	$221K	Hold	894	–	–	0.03%	118
2022 Q1	$221K	Hold	894	–	–	0.02%	129
2021 Q4	$240K	Hold	894	–	–	0.02%	128
2021 Q3	$216K	Buy	894 +3	+0.3%	+$716	0.02%	135
2021 Q2	$206K	Buy	+891	New	+$207K	0.02%	136

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

Grassi Investment Management's MCD Position: Q4 2023 in Review

Grassi Investment Management sold out of McDonald's (MCD) in Q4 2023, closing a stake of 894 shares — an estimated $235K sold.

Grassi Investment Management first reported a position in MCD in Q2 2021 and held it in 10 quarters. The position peaked at $267K in Q2 2023. 3,185 funds tracked by Wall St. Rank hold MCD as of Q4 2023.

Grassi Investment Management reported no remaining McDonald's position as of Q4 2023 after selling out during the quarter.
Grassi Investment Management sold 894 McDonald's shares in Q4 2023, an estimated $235K.
Grassi Investment Management first reported a position in McDonald's in Q2 2021 and held it in 10 quarters.
Grassi Investment Management's McDonald's position peaked at $267K in Q2 2023.
3,185 funds tracked by Wall St. Rank held McDonald's as of Q4 2023.

Based on Grassi Investment Management's 13F filing for Q4 2023, filed 10 Jan 2024.