Kapitalo Investimentos’s McDonald's MCD Stock Holding History

Kapitalo Investimentos’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 Q4	–	Sell	-153	Closed	-$40.3K	–	643
2023 Q3	$40.3K	Sell	153 -526	-77%	-$150K	0.01%	492
2023 Q2	$203K	Buy	+679	New	+$197K	0.04%	242

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Kapitalo Investimentos's MCD Position: Q4 2023 in Review

Kapitalo Investimentos sold out of McDonald's (MCD) in Q4 2023, closing a stake of 153 shares — an estimated $40.3K sold.

Kapitalo Investimentos first reported a position in MCD in Q2 2023 and held it in 2 quarters. The position peaked at $203K in Q2 2023. 3,185 funds tracked by Wall St. Rank hold MCD as of Q4 2023.

Kapitalo Investimentos reported no remaining McDonald's position as of Q4 2023 after selling out during the quarter.
Kapitalo Investimentos sold 153 McDonald's shares in Q4 2023, an estimated $40.3K.
Kapitalo Investimentos first reported a position in McDonald's in Q2 2023 and held it in 2 quarters.
Kapitalo Investimentos's McDonald's position peaked at $203K in Q2 2023.
3,185 funds tracked by Wall St. Rank held McDonald's as of Q4 2023.

Based on Kapitalo Investimentos's 13F filing for Q4 2023, filed 29 Mar 2024.