Kenfarb & Co’s McDonald's MCD Stock Holding History

Kenfarb & Co’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	$961K	Hold	3,649	–	–	0.88%	34
2023 Q2	$1.09M	Sell	3,649 -66	-2%	-$19.2K	0.95%	31
2023 Q1	$1.04M	Sell	3,715 -100	-3%	-$26.8K	0.93%	32
2022 Q4	$1.01M	Sell	3,815 -35	-0.9%	-$9.23K	0.89%	35
2022 Q3	$888K	Buy	3,850 +50	+1%	+$12.8K	0.84%	36
2022 Q2	$940K	Hold	3,800	–	–	0.74%	38
2022 Q1	$940K	Hold	3,800	–	–	0.74%	38
2021 Q4	$1.02M	Buy	+3,800	New	+$959K	0.74%	39

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Kenfarb & Co's MCD Position: Q3 2023 in Review

Kenfarb & Co held its McDonald's (MCD) position steady in Q3 2023 at 3,649 shares worth $961K. The position accounts for 0.88% of the portfolio, ranked #34.

Kenfarb & Co first reported a position in MCD in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.09M in Q2 2023. 2,992 funds tracked by Wall St. Rank hold MCD as of Q3 2023.

Kenfarb & Co held 3,649 shares of McDonald's worth $961K as of Q3 2023.
Kenfarb & Co left its McDonald's share count unchanged in Q3 2023.
McDonald's made up 0.88% of Kenfarb & Co's portfolio in Q3 2023, its #34 holding.
Kenfarb & Co first reported a position in McDonald's in Q4 2021 and has held it in 8 quarters since.
Kenfarb & Co's McDonald's position peaked at $1.09M in Q2 2023.
2,992 funds tracked by Wall St. Rank held McDonald's as of Q3 2023.

Based on Kenfarb & Co's 13F filing for Q3 2023, filed 14 Nov 2023.