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KB Financial Partners’s McDonald's MCD Stock Holding History

KB Financial Partners’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
Q3 		$75K Buy
285
+23
+9% +$6.56K 0.02% 223
2023
Q2 		$78K Sell
262
-1,781
-87% -$517K 0.02% 224
2023
Q1 		$571K Buy
2,043
+353
+21% +$94.6K 0.17% 76
2022
Q4 		$445K Sell
1,690
-261
-13% -$68.9K 0.15% 102
2022
Q3 		$450K Buy
1,951
+193
+11% +$49.3K 0.16% 86
2022
Q2 		$434K Sell
1,758
-363
-17% -$89.4K 0.15% 81
2022
Q1 		$524K Sell
2,121
-110
-5% -$27.4K 0.14% 75
2021
Q4 		$598K Buy
2,231
+375
+20% +$94.7K 0.17% 52
2021
Q3 		$447K Buy
1,856
+129
+7% +$30.8K 0.16% 75
2021
Q2 		$399K Buy
1,727
+90
+5% +$20.9K 0.15% 74
2021
Q1 		$367K Buy
+1,637
New +$350K 0.16% 64

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

KB Financial Partners's MCD Position: Q3 2023 in Review

KB Financial Partners increased its McDonald's (MCD) stake by 8.8% in Q3 2023, buying an estimated $6.56K and bringing the position to 285 shares worth $75K. The position accounts for 0.02% of the portfolio, ranked #223.

KB Financial Partners first reported a position in MCD in Q1 2021 and has held it in 11 quarters since. The position peaked at $598K in Q4 2021. 2,992 funds tracked by Wall St. Rank hold MCD as of Q3 2023.

  • KB Financial Partners held 285 shares of McDonald's worth $75K as of Q3 2023.
  • KB Financial Partners bought 23 McDonald's shares in Q3 2023, an estimated $6.56K.
  • McDonald's made up 0.02% of KB Financial Partners's portfolio in Q3 2023, its #223 holding.
  • KB Financial Partners first reported a position in McDonald's in Q1 2021 and has held it in 11 quarters since.
  • KB Financial Partners's McDonald's position peaked at $598K in Q4 2021.
  • 2,992 funds tracked by Wall St. Rank held McDonald's as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.