Kintegral Advisory’s McDonald's MCD Stock Holding History

Kintegral Advisory’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	-16,564	Closed	-$4.36M	–	278
2023 Q3	$4.36M	Sell	16,564 -10	-0.1%	-$2.85K	0.54%	51
2023 Q2	$4.95M	Hold	16,574	–	–	0.59%	43
2023 Q1	$4.63M	Sell	16,574 -890	-5%	-$238K	0.6%	45
2022 Q4	$4.6M	Sell	17,464 -4,407	-20%	-$1.16M	0.61%	50
2022 Q3	$5.05M	Hold	21,871	–	–	0.7%	29
2022 Q2	$5.4M	Buy	21,871 +463	+2%	+$114K	0.7%	32
2022 Q1	$5.29M	Buy	21,408 +478	+2%	+$119K	0.58%	37
2021 Q4	$5.61M	Hold	20,930	–	–	0.58%	36
2021 Q3	$5.05M	Hold	20,930	–	–	0.59%	35
2021 Q2	$4.83M	Hold	20,930	–	–	0.57%	39
2021 Q1	$4.69M	Hold	20,930	–	–	0.6%	39
2020 Q4	$4.49M	Hold	20,930	–	–	0.61%	37
2020 Q3	$4.59M	Sell	20,930 -674	-3%	-$138K	0.7%	32
2020 Q2	$3.98M	Hold	21,604	–	–	0.64%	37
2020 Q1	$3.57M	Buy	21,604 +2,417	+13%	+$476K	0.7%	36
2019 Q4	$3.79M	Hold	19,187	–	–	0.69%	35
2019 Q3	$4.12M	Hold	19,187	–	–	0.82%	27
2019 Q2	$3.98M	Hold	19,187	–	–	0.81%	26
2019 Q1	$3.64M	Sell	19,187 -1,084	-5%	-$197K	0.77%	30
2018 Q4	$3.6M	Buy	+20,271	New	+$3.59M	1.07%	23

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kintegral Advisory's MCD Position: Q4 2023 in Review

Kintegral Advisory sold out of McDonald's (MCD) in Q4 2023, closing a stake of 16,564 shares — an estimated $4.36M sold.

Kintegral Advisory first reported a position in MCD in Q4 2018 and held it in 20 quarters. The position peaked at $5.61M in Q4 2021. 3,188 funds tracked by Wall St. Rank hold MCD as of Q4 2023.

Kintegral Advisory reported no remaining McDonald's position as of Q4 2023 after selling out during the quarter.
Kintegral Advisory sold 16,564 McDonald's shares in Q4 2023, an estimated $4.36M.
Kintegral Advisory first reported a position in McDonald's in Q4 2018 and held it in 20 quarters.
Kintegral Advisory's McDonald's position peaked at $5.61M in Q4 2021.
3,188 funds tracked by Wall St. Rank held McDonald's as of Q4 2023.

Based on Kintegral Advisory's 13F filing for Q4 2023, filed 14 Feb 2024.