Harding Loevner’s McDonald's MCD Stock Holding History

Harding Loevner’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
2022 Q4	–	Sell	-85	Closed	-$20K	–	127
2022 Q3	$20K	Hold	85	–	–	﹤0.01%	125
2022 Q2	$21K	Hold	85	–	–	﹤0.01%	123
2022 Q1	$21K	Hold	85	–	–	﹤0.01%	124
2021 Q4	$23K	Hold	85	–	–	﹤0.01%	133
2021 Q3	$20K	Hold	85	–	–	﹤0.01%	130
2021 Q2	$20K	Hold	85	–	–	﹤0.01%	130
2021 Q1	$19K	Sell	85 -228	-73%	-$48.8K	﹤0.01%	135
2020 Q4	$67K	Hold	313	–	–	﹤0.01%	97
2020 Q3	$69K	Hold	313	–	–	﹤0.01%	124
2020 Q2	$58K	Hold	313	–	–	﹤0.01%	101
2020 Q1	$52K	Hold	313	–	–	﹤0.01%	107
2019 Q4	$62K	Hold	313	–	–	﹤0.01%	104
2019 Q3	$67K	Sell	313 -77	-20%	-$16.5K	﹤0.01%	94
2019 Q2	$81K	Hold	390	–	–	﹤0.01%	89
2019 Q1	$74K	Hold	390	–	–	﹤0.01%	87
2018 Q4	$69K	Hold	390	–	–	﹤0.01%	87
2018 Q3	$65K	Hold	390	–	–	﹤0.01%	95
2018 Q2	$61K	Sell	390 -66	-14%	-$10.7K	﹤0.01%	93
2018 Q1	$71K	Buy	456 +66	+17%	+$10.9K	﹤0.01%	86
2017 Q4	$67K	Hold	390	–	–	﹤0.01%	87
2017 Q3	$61K	Hold	390	–	–	﹤0.01%	86
2017 Q2	$60K	Buy	+390	New	+$56.4K	﹤0.01%	81

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Harding Loevner's MCD Position: Q4 2022 in Review

Harding Loevner sold out of McDonald's (MCD) in Q4 2022, closing a stake of 85 shares — an estimated $20K sold.

Harding Loevner first reported a position in MCD in Q2 2017 and held it in 22 quarters. The position peaked at $81K in Q2 2019. 2,922 funds tracked by Wall St. Rank hold MCD as of Q4 2022.

Harding Loevner reported no remaining McDonald's position as of Q4 2022 after selling out during the quarter.
Harding Loevner sold 85 McDonald's shares in Q4 2022, an estimated $20K.
Harding Loevner first reported a position in McDonald's in Q2 2017 and held it in 22 quarters.
Harding Loevner's McDonald's position peaked at $81K in Q2 2019.
2,922 funds tracked by Wall St. Rank held McDonald's as of Q4 2022.

Based on Harding Loevner's 13F filing for Q4 2022, filed 14 Feb 2023.