Hutchens & Kramer Investment Management Group’s McDonald's MCD Stock Holding History

Hutchens & Kramer Investment Management Group’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 Q1	–	Sell	-1,000	Closed	-$297K	–	155
2023 Q4	$297K	Sell	1,000 -62	-6%	-$16.9K	0.21%	84
2023 Q3	$274K	Hold	1,062	–	–	0.22%	85
2023 Q2	$317K	Buy	1,062 +62	+6%	+$18K	0.25%	77
2023 Q1	$280K	Sell	1,000 -69	-6%	-$18.5K	0.24%	85
2022 Q4	$282K	Buy	1,069 +69	+7%	+$18.2K	0.21%	74
2022 Q3	$235K	Hold	1,000	–	–	0.19%	77
2022 Q2	$253K	Hold	1,000	–	–	0.19%	86
2022 Q1	$249K	Hold	1,000	–	–	0.14%	103
2021 Q4	$238K	Buy	+1,000	New	+$252K	0.15%	98

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

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

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

Hutchens & Kramer Investment Management Group's MCD Position: Q1 2024 in Review

Hutchens & Kramer Investment Management Group sold out of McDonald's (MCD) in Q1 2024, closing a stake of 1,000 shares — an estimated $297K sold.

Hutchens & Kramer Investment Management Group first reported a position in MCD in Q4 2021 and held it in 9 quarters. The position peaked at $317K in Q2 2023. 3,165 funds tracked by Wall St. Rank hold MCD as of Q1 2024.

Hutchens & Kramer Investment Management Group reported no remaining McDonald's position as of Q1 2024 after selling out during the quarter.
Hutchens & Kramer Investment Management Group sold 1,000 McDonald's shares in Q1 2024, an estimated $297K.
Hutchens & Kramer Investment Management Group first reported a position in McDonald's in Q4 2021 and held it in 9 quarters.
Hutchens & Kramer Investment Management Group's McDonald's position peaked at $317K in Q2 2023.
3,165 funds tracked by Wall St. Rank held McDonald's as of Q1 2024.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q1 2024, filed 29 Apr 2024.