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KLR Investment Advisors’s McDonald's MCD Stock Holding History

KLR Investment Advisors’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 		$467K Sell
1,694
-6
-0.4% -$1.75K 0.34% 78
2023
Q4 		$504K Sell
1,700
-137
-7% -$37.3K 0.36% 68
2023
Q3 		$514K Buy
1,837
+124
+7% +$35.4K 0.47% 61
2023
Q2 		$511K Sell
1,713
-124
-7% -$36K 0.42% 67
2023
Q1 		$514K Hold
1,837
– – 0.45% 66
2022
Q4 		$484K Buy
+1,837
New +$485K 0.4% 68

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

KLR Investment Advisors's MCD Position: Q1 2024 in Review

KLR Investment Advisors reduced its McDonald's (MCD) stake by 0.35% in Q1 2024, selling an estimated $1.75K and leaving 1,694 shares worth $467K. The position accounts for 0.34% of the portfolio, ranked #78.

KLR Investment Advisors first reported a position in MCD in Q4 2022 and has held it in 6 quarters since. The position peaked at $514K in Q3 2023. 3,165 funds tracked by Wall St. Rank hold MCD as of Q1 2024.

  • KLR Investment Advisors held 1,694 shares of McDonald's worth $467K as of Q1 2024.
  • KLR Investment Advisors sold 6 McDonald's shares in Q1 2024, an estimated $1.75K.
  • McDonald's made up 0.34% of KLR Investment Advisors's portfolio in Q1 2024, its #78 holding.
  • KLR Investment Advisors first reported a position in McDonald's in Q4 2022 and has held it in 6 quarters since.
  • KLR Investment Advisors's McDonald's position peaked at $514K in Q3 2023.
  • 3,165 funds tracked by Wall St. Rank held McDonald's as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.