Kooman & Associates’s McDonald's MCD Stock Holding History

Kooman & Associates’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	-875	Closed	-$259K	–	41
2023 Q4	$259K	Sell	875 -5	-0.6%	-$1.36K	0.12%	32
2023 Q3	$232K	Sell	880 -20	-2%	-$5.7K	0.12%	34
2023 Q2	$269K	Buy	900 +6	+0.7%	+$1.74K	0.13%	34
2023 Q1	$250K	Sell	894 -11	-1%	-$2.95K	0.14%	34
2022 Q4	$238K	Buy	+905	New	+$239K	0.24%	33

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

Kooman & Associates's MCD Position: Q1 2024 in Review

Kooman & Associates sold out of McDonald's (MCD) in Q1 2024, closing a stake of 875 shares — an estimated $259K sold.

Kooman & Associates first reported a position in MCD in Q4 2022 and held it in 5 quarters. The position peaked at $269K in Q2 2023. 3,165 funds tracked by Wall St. Rank hold MCD as of Q1 2024.

Kooman & Associates reported no remaining McDonald's position as of Q1 2024 after selling out during the quarter.
Kooman & Associates sold 875 McDonald's shares in Q1 2024, an estimated $259K.
Kooman & Associates first reported a position in McDonald's in Q4 2022 and held it in 5 quarters.
Kooman & Associates's McDonald's position peaked at $269K in Q2 2023.
3,165 funds tracked by Wall St. Rank held McDonald's as of Q1 2024.

Based on Kooman & Associates's 13F filing for Q1 2024, filed 14 May 2024.