Kensington Investment Counsel’s McDonald's MCD Stock Holding History

Kensington Investment Counsel’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
2024 Q1	–	Sell	-1,458	Closed	-$432K	–	101
2023 Q4	$432K	Sell	1,458 -109	-7%	-$29.7K	0.23%	87
2023 Q3	$413K	Buy	1,567 +172	+12%	+$49.1K	0.26%	88
2023 Q2	$416K	Buy	+1,395	New	+$405K	0.26%	89

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

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

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

Kensington Investment Counsel's MCD Position: Q1 2024 in Review

Kensington Investment Counsel sold out of McDonald's (MCD) in Q1 2024, closing a stake of 1,458 shares — an estimated $432K sold.

Kensington Investment Counsel first reported a position in MCD in Q2 2023 and held it in 3 quarters. The position peaked at $432K in Q4 2023. 3,166 funds tracked by Wall St. Rank hold MCD as of Q1 2024.

Kensington Investment Counsel reported no remaining McDonald's position as of Q1 2024 after selling out during the quarter.
Kensington Investment Counsel sold 1,458 McDonald's shares in Q1 2024, an estimated $432K.
Kensington Investment Counsel first reported a position in McDonald's in Q2 2023 and held it in 3 quarters.
Kensington Investment Counsel's McDonald's position peaked at $432K in Q4 2023.
3,166 funds tracked by Wall St. Rank held McDonald's as of Q1 2024.

Based on Kensington Investment Counsel's 13F filing for Q1 2024, filed 13 May 2024.