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Itau Unibanco Holding S.A.’s McDonald's MCD Stock Holding History

Itau Unibanco Holding S.A.’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
-219
Closed -$64.9K – 271
2023
Q4 		$64.9K Buy
+219
New +$59.6K ﹤0.01% 205
2023
Q3 		– Sell
-206
Closed -$61.5K – 531
2023
Q2 		$61.5K Sell
206
-69
-25% -$20K ﹤0.01% 307
2023
Q1 		$76.9K Sell
275
-952
-78% -$255K ﹤0.01% 291
2022
Q4 		$326K Sell
1,227
-53
-4% -$14K 0.01% 173
2022
Q3 		$295K Sell
1,280
-4
-0.3% -$1.02K 0.01% 186
2022
Q2 		$317K Buy
1,284
+303
+31% +$74.6K 0.01% 183
2022
Q1 		$243K Buy
981
+546
+126% +$136K 0.01% 204
2021
Q4 		$116K Buy
+435
New +$110K ﹤0.01% 215
2020
Q1 		– Sell
-440
Closed -$87K – 670
2019
Q4 		$87K Sell
440
-8,948
-95% -$1.77M ﹤0.01% 556
2019
Q3 		$1.99M Buy
9,388
+5,502
+142% +$1.18M 0.11% 68
2019
Q2 		$803K Sell
3,886
-510
-12% -$101K 0.04% 132
2019
Q1 		$759K Hold
4,396
– – 0.03% 89
2018
Q4 		$759K Buy
4,396
+562
+15% +$99.7K 0.03% 89
2018
Q3 		$641K Buy
3,834
+649
+20% +$104K 0.04% 96
2018
Q2 		$498K Buy
3,185
+944
+42% +$153K 0.05% 112
2018
Q1 		$350K Buy
2,241
+1,179
+111% +$194K ﹤0.01% 269
2017
Q4 		$183K Sell
1,062
-171
-14% -$28.7K 0.01% 277
2017
Q3 		$612K Sell
1,233
-1,537
-55% -$241K 0.04% 244
2017
Q2 		$424K Buy
+2,770
New +$400K 0.05% 123

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Itau Unibanco Holding S.A.'s MCD Position: Q1 2024 in Review

Itau Unibanco Holding S.A. sold out of McDonald's (MCD) in Q1 2024, closing a stake of 219 shares — an estimated $64.9K sold.

Itau Unibanco Holding S.A. first reported a position in MCD in Q2 2017 and held it in 19 quarters. The position peaked at $1.99M in Q3 2019. 3,165 funds tracked by Wall St. Rank hold MCD as of Q1 2024.

  • Itau Unibanco Holding S.A. reported no remaining McDonald's position as of Q1 2024 after selling out during the quarter.
  • Itau Unibanco Holding S.A. sold 219 McDonald's shares in Q1 2024, an estimated $64.9K.
  • Itau Unibanco Holding S.A. first reported a position in McDonald's in Q2 2017 and held it in 19 quarters.
  • Itau Unibanco Holding S.A.'s McDonald's position peaked at $1.99M in Q3 2019.
  • 3,165 funds tracked by Wall St. Rank held McDonald's as of Q1 2024.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q1 2024, filed 14 May 2024.