Harvest Volatility Management’s McDonald's MCD Stock Holding History

Harvest Volatility 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 Q3	–	Sell	-5,577	Closed	-$1.66M	–	80
2023 Q2	$1.66M	Buy	5,577 +195	+4%	+$56.7K	0.33%	53
2023 Q1	$1.5M	Buy	5,382 +319	+6%	+$85.5K	0.3%	66
2022 Q4	$1.33M	Sell	5,063 -1,827	-27%	-$482K	0.27%	79
2022 Q3	$1.61M	Buy	6,890 +490	+8%	+$125K	0.28%	77
2022 Q2	$1.58M	Buy	6,400 +515	+9%	+$127K	0.25%	82
2022 Q1	$1.46M	Buy	5,885 +5,882	+196,067%	+$1.47M	0.16%	100
2021 Q4	$851	Buy	+3	New	+$757	﹤0.01%	118

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

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

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Harvest Volatility Management's MCD Position: Q3 2023 in Review

Harvest Volatility Management sold out of McDonald's (MCD) in Q3 2023, closing a stake of 5,577 shares — an estimated $1.66M sold.

Harvest Volatility Management first reported a position in MCD in Q4 2021 and held it in 7 quarters. The position peaked at $1.66M in Q2 2023. 2,994 funds tracked by Wall St. Rank hold MCD as of Q3 2023.

Harvest Volatility Management reported no remaining McDonald's position as of Q3 2023 after selling out during the quarter.
Harvest Volatility Management sold 5,577 McDonald's shares in Q3 2023, an estimated $1.66M.
Harvest Volatility Management first reported a position in McDonald's in Q4 2021 and held it in 7 quarters.
Harvest Volatility Management's McDonald's position peaked at $1.66M in Q2 2023.
2,994 funds tracked by Wall St. Rank held McDonald's as of Q3 2023.

Based on Harvest Volatility Management's 13F filing for Q3 2023, filed 7 Nov 2023.