Innovis Asset Management’s McDonald's MCD Stock Holding History

Innovis Asset 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	$336K	Buy	+1,276	New	+$364K	0.13%	92

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

Innovis Asset Management's MCD Position: Q3 2023 in Review

Innovis Asset Management opened a new position in McDonald's (MCD) in Q3 2023: 1,276 shares worth $336K. The stake represents 0.13% of the portfolio and ranks #92 among its holdings.

2,994 funds tracked by Wall St. Rank hold MCD as of Q3 2023.

Innovis Asset Management held 1,276 shares of McDonald's worth $336K as of Q3 2023.
McDonald's was a new Innovis Asset Management position in Q3 2023.
McDonald's made up 0.13% of Innovis Asset Management's portfolio in Q3 2023, its #92 holding.
2,994 funds tracked by Wall St. Rank held McDonald's as of Q3 2023.

Based on Innovis Asset Management's 13F filing for Q3 2023, filed 9 Nov 2023.