Kula Investments’s McDonald's MCD Stock Holding History

Kula Investments’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 Q1	–	Sell	-3,638	Closed	-$959K	–	758
2022 Q4	$959K	Buy	+3,638	New	+$960K	0.28%	57

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Norges Bank Oslo, Norway $935B AUM

Kula Investments's MCD Position: Q1 2023 in Review

Kula Investments sold out of McDonald's (MCD) in Q1 2023, closing a stake of 3,638 shares — an estimated $959K sold.

Kula Investments first reported a position in MCD in Q4 2022 and held it in 1 quarter. The position peaked at $959K in Q4 2022. 2,944 funds tracked by Wall St. Rank hold MCD as of Q1 2023.

Kula Investments reported no remaining McDonald's position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 3,638 McDonald's shares in Q1 2023, an estimated $959K.
Kula Investments first reported a position in McDonald's in Q4 2022 and held it in 1 quarter.
Kula Investments's McDonald's position peaked at $959K in Q4 2022.
2,944 funds tracked by Wall St. Rank held McDonald's as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.