HNP Capital’s McDonald's MCD Stock Holding History

HNP Capital’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 Q1	$634K	Sell	2,268 -100	-4%	-$26.8K	0.18%	94
2022 Q4	$624K	Buy	2,368 +100	+4%	+$26.4K	0.17%	96
2022 Q3	$523K	Sell	2,268 -63	-3%	-$16.1K	0.15%	97
2022 Q2	$575K	Buy	2,331 +105	+5%	+$25.9K	0.16%	99
2022 Q1	$550K	Sell	2,226 -100	-4%	-$24.9K	0.13%	111
2021 Q4	$624K	Buy	2,326 +3	+0.1%	+$757	0.14%	111
2021 Q3	$560K	Hold	2,323	–	–	0.14%	111
2021 Q2	$537K	Hold	2,323	–	–	0.14%	111
2021 Q1	$521K	Buy	2,323 +65	+3%	+$13.9K	0.15%	109
2020 Q4	$485K	Hold	2,258	–	–	0.16%	99
2020 Q3	$489K	Hold	2,258	–	–	0.18%	89
2020 Q2	$414K	Sell	2,258 -7,341	-76%	-$1.35M	0.17%	90
2020 Q1	$1.71M	Buy	9,599 +7,331	+323%	+$1.44M	0.25%	82
2019 Q4	$470K	Hold	2,268	–	–	0.2%	76
2019 Q3	$476K	Hold	2,268	–	–	0.26%	71
2019 Q2	$471K	Hold	2,268	–	–	0.28%	71
2019 Q1	$431K	Sell	2,268 -630	-22%	-$114K	0.27%	73
2018 Q4	$515K	Buy	+2,898	New	+$514K	0.34%	61

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

HNP Capital's MCD Position: Q1 2023 in Review

HNP Capital reduced its McDonald's (MCD) stake by 4.2% in Q1 2023, selling an estimated $26.8K and leaving 2,268 shares worth $634K. The position accounts for 0.18% of the portfolio, ranked #94.

HNP Capital first reported a position in MCD in Q4 2018 and has held it in 18 quarters since. The position peaked at $1.71M in Q1 2020. 2,944 funds tracked by Wall St. Rank hold MCD as of Q1 2023.

HNP Capital held 2,268 shares of McDonald's worth $634K as of Q1 2023.
HNP Capital sold 100 McDonald's shares in Q1 2023, an estimated $26.8K.
McDonald's made up 0.18% of HNP Capital's portfolio in Q1 2023, its #94 holding.
HNP Capital first reported a position in McDonald's in Q4 2018 and has held it in 18 quarters since.
HNP Capital's McDonald's position peaked at $1.71M in Q1 2020.
2,944 funds tracked by Wall St. Rank held McDonald's as of Q1 2023.

Based on HNP Capital's 13F filing for Q1 2023, filed 18 May 2023.