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HTLF Bank’s McDonald's MCD Stock Holding History

HTLF Bank’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
2024
Q4 		$2.67M Sell
9,202
-316
-3% -$94.2K 0.3% 63
2024
Q3 		$2.9M Sell
9,518
-334
-3% -$92.1K 0.31% 59
2024
Q2 		$2.51M Sell
9,852
-204
-2% -$54.1K 0.29% 65
2024
Q1 		$2.84M Sell
10,056
-159
-2% -$46.2K 0.33% 61
2023
Q4 		$3.03M Buy
+10,215
New +$2.78M 0.36% 61

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

HTLF Bank's MCD Position: Q4 2024 in Review

HTLF Bank reduced its McDonald's (MCD) stake by 3.3% in Q4 2024, selling an estimated $94.2K and leaving 9,202 shares worth $2.67M. The position accounts for 0.3% of the portfolio, ranked #63.

HTLF Bank first reported a position in MCD in Q4 2023 and has held it in 5 quarters since. The position peaked at $3.03M in Q4 2023. 3,385 funds tracked by Wall St. Rank hold MCD as of Q4 2024.

  • HTLF Bank held 9,202 shares of McDonald's worth $2.67M as of Q4 2024.
  • HTLF Bank sold 316 McDonald's shares in Q4 2024, an estimated $94.2K.
  • McDonald's made up 0.3% of HTLF Bank's portfolio in Q4 2024, its #63 holding.
  • HTLF Bank first reported a position in McDonald's in Q4 2023 and has held it in 5 quarters since.
  • HTLF Bank's McDonald's position peaked at $3.03M in Q4 2023.
  • 3,385 funds tracked by Wall St. Rank held McDonald's as of Q4 2024.

Based on HTLF Bank's 13F filing for Q4 2024, filed 28 Jan 2025.