Investment Management of Virginia’s McDonald's MCD Stock Holding History

Investment Management of Virginia’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	$220K	Sell	786 -30	-4%	-$8.04K	0.04%	173
2022 Q4	$215K	Buy	+816	New	+$215K	0.04%	173
2022 Q3	–	Sell	-841	Closed	-$207K	–	175
2022 Q2	$207K	Sell	841 -190	-18%	-$46.8K	0.04%	171
2022 Q1	$254K	Sell	1,031 -85	-8%	-$21.2K	0.04%	170
2021 Q4	$299K	Buy	1,116 +60	+6%	+$15.1K	0.05%	162
2021 Q3	$255K	Hold	1,056	–	–	0.05%	148
2021 Q2	$244K	Sell	1,056 -65	-6%	-$15.1K	0.05%	154
2021 Q1	$251K	Buy	1,121 +75	+7%	+$16K	0.05%	140
2020 Q4	$224K	Hold	1,046	–	–	0.05%	142
2020 Q3	$230K	Sell	1,046 -200	-16%	-$41.1K	0.06%	139
2020 Q2	$230K	Buy	+1,246	New	+$228K	0.06%	135
2020 Q1	–	Sell	-1,106	Closed	-$219K	–	148
2019 Q4	$219K	Hold	1,106	–	–	0.05%	133
2019 Q3	$237K	Sell	1,106 -50	-4%	-$10.7K	0.06%	133
2019 Q2	$240K	Sell	1,156 -1,156	-50%	-$229K	0.06%	141
2019 Q1	$440K	Buy	+2,312	New	+$420K	0.05%	147

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

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

Investment Management of Virginia's MCD Position: Q1 2023 in Review

Investment Management of Virginia reduced its McDonald's (MCD) stake by 3.7% in Q1 2023, selling an estimated $8.04K and leaving 786 shares worth $220K. The position accounts for 0.04% of the portfolio, ranked #173.

Investment Management of Virginia first reported a position in MCD in Q1 2019 and has held it in 15 quarters since. The position peaked at $440K in Q1 2019. 2,946 funds tracked by Wall St. Rank hold MCD as of Q1 2023.

Investment Management of Virginia held 786 shares of McDonald's worth $220K as of Q1 2023.
Investment Management of Virginia sold 30 McDonald's shares in Q1 2023, an estimated $8.04K.
McDonald's made up 0.04% of Investment Management of Virginia's portfolio in Q1 2023, its #173 holding.
Investment Management of Virginia first reported a position in McDonald's in Q1 2019 and has held it in 15 quarters since.
Investment Management of Virginia's McDonald's position peaked at $440K in Q1 2019.
2,946 funds tracked by Wall St. Rank held McDonald's as of Q1 2023.

Based on Investment Management of Virginia's 13F filing for Q1 2023, filed 26 Apr 2023.