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Kalos Management’s McDonald's MCD Stock Holding History

Kalos 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
2022
Q3 		– Sell
-1,598
Closed -$404K – 80
2022
Q2 		$404K Sell
1,598
-33
-2% -$8.13K 0.54% 49
2022
Q1 		$403K Sell
1,631
-770
-32% -$192K 0.28% 88
2021
Q4 		$589K Buy
2,401
+177
+8% +$44.7K 0.16% 140
2021
Q3 		$546K Buy
2,224
+353
+19% +$84.3K 0.15% 145
2021
Q2 		$433K Sell
1,871
-370
-17% -$86.1K 0.18% 150
2021
Q1 		$510K Buy
2,241
+344
+18% +$73.6K 0.16% 151
2020
Q4 		$407K Sell
1,897
-151
-7% -$32.8K 0.17% 152
2020
Q3 		$446K Sell
2,048
-268
-12% -$55K 0.2% 139
2020
Q2 		$435K Sell
2,316
-62,823
-96% -$11.5M 0.18% 129
2020
Q1 		$2.13M Buy
65,139
+62,687
+2,557% +$12.4M 0.95% 28
2019
Q4 		$484K Sell
2,452
-147
-6% -$29.2K 0.18% 134
2019
Q3 		$558K Sell
2,599
-698
-21% -$150K 0.22% 117
2019
Q2 		$658K Buy
3,297
+607
+23% +$120K 0.3% 90
2019
Q1 		$510K Sell
2,690
-591
-18% -$107K 0.33% 78
2018
Q4 		$574K Buy
3,281
+788
+32% +$140K 0.28% 92
2018
Q3 		$417K Buy
2,493
+666
+36% +$107K 0.22% 104
2018
Q2 		$287K Buy
+1,827
New +$296K 0.13% 152
2018
Q1 		– Sell
-1,835
Closed -$314K – 178
2017
Q4 		$314K Buy
1,835
+545
+42% +$91.5K 0.15% 157
2017
Q3 		$202K Buy
+1,290
New +$202K 0.13% 138
2015
Q4 		– Hold
0
– – – 161

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Kalos Management's MCD Position: Q3 2022 in Review

Kalos Management sold out of McDonald's (MCD) in Q3 2022, closing a stake of 1,598 shares — an estimated $404K sold.

Kalos Management first reported a position in MCD in Q3 2017 and held it in 19 quarters. The position peaked at $2.13M in Q1 2020. 2,695 funds tracked by Wall St. Rank hold MCD as of Q3 2022.

  • Kalos Management reported no remaining McDonald's position as of Q3 2022 after selling out during the quarter.
  • Kalos Management sold 1,598 McDonald's shares in Q3 2022, an estimated $404K.
  • Kalos Management first reported a position in McDonald's in Q3 2017 and held it in 19 quarters.
  • Kalos Management's McDonald's position peaked at $2.13M in Q1 2020.
  • 2,695 funds tracked by Wall St. Rank held McDonald's as of Q3 2022.

Based on Kalos Management's 13F filing for Q3 2022, filed 21 Nov 2022.