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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Norges Bank Oslo, Norway $935B AUM

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