Karp Capital Management’s McDonald's MCD Stock Holding History

Karp Capital 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 Q4	–	Sell	-9,405	Closed	-$2.17M	–	73
2022 Q3	$2.17M	Buy	9,405 +6,581	+233%	+$1.68M	0.44%	56
2022 Q2	$697K	Hold	2,824	–	–	0.12%	98
2022 Q1	$698K	Hold	2,824	–	–	0.1%	90
2021 Q4	$757K	Sell	2,824 -200	-7%	-$50.5K	0.09%	93
2021 Q3	$729K	Buy	3,024 +100	+3%	+$23.9K	0.1%	110
2021 Q2	$675K	Hold	2,924	–	–	0.1%	112
2021 Q1	$655K	Buy	2,924 +100	+4%	+$21.4K	0.12%	94
2020 Q4	$606K	Buy	+2,824	New	+$614K	0.12%	89
2018 Q4	–	Sell	-4,913	Closed	-$822K	–	412
2018 Q3	$822K	Buy	4,913 +131	+3%	+$21K	0.28%	88
2018 Q2	$749K	Buy	4,782 +406	+9%	+$65.8K	0.29%	83
2018 Q1	$684K	Buy	+4,376	New	+$720K	0.28%	85
2015 Q4	–	Sell	-925	Closed	-$91K	–	213
2015 Q3	$91K	Hold	925	–	–	0.06%	135
2015 Q2	$88K	Hold	925	–	–	0.06%	136
2015 Q1	$90K	Sell	925 -288	-24%	-$27.3K	0.06%	140
2014 Q4	$114K	Buy	+1,213	New	+$114K	0.08%	130

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Karp Capital Management's MCD Position: Q4 2022 in Review

Karp Capital Management sold out of McDonald's (MCD) in Q4 2022, closing a stake of 9,405 shares — an estimated $2.17M sold.

Karp Capital Management first reported a position in MCD in Q4 2014 and held it in 15 quarters. The position peaked at $2.17M in Q3 2022. 2,920 funds tracked by Wall St. Rank hold MCD as of Q4 2022.

Karp Capital Management reported no remaining McDonald's position as of Q4 2022 after selling out during the quarter.
Karp Capital Management sold 9,405 McDonald's shares in Q4 2022, an estimated $2.17M.
Karp Capital Management first reported a position in McDonald's in Q4 2014 and held it in 15 quarters.
Karp Capital Management's McDonald's position peaked at $2.17M in Q3 2022.
2,920 funds tracked by Wall St. Rank held McDonald's as of Q4 2022.

Based on Karp Capital Management's 13F filing for Q4 2022.