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M&G Investment Management’s McDonald's MCD Stock Holding History

M&G Investment Management’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 		$8.45M Buy
+28,447
New +$7.74M 0.03% 226
2023
Q2 		– Sell
-1,797
Closed -$503K – 410
2023
Q1 		$503K Sell
1,797
-228
-11% -$61.1K ﹤0.01% 339
2022
Q4 		$535K Hold
2,025
– – ﹤0.01% 357
2022
Q3 		$468 Sell
2,025
-174
-8% -$44.5K ﹤0.01% 349
2022
Q2 		$543 Buy
2,199
+281
+15% +$69.2K ﹤0.01% 388
2022
Q1 		$474 Sell
1,918
-162
-8% -$40.4K ﹤0.01% 395
2021
Q4 		$557 Sell
2,080
-230,654
-99% -$58.2M ﹤0.01% 411
2021
Q3 		$56.1K Buy
232,734
+60,923
+35% +$14.5M 0.13% 102
2021
Q2 		$39.7K Buy
171,811
+169,421
+7,089% +$39.4M 0.1% 122
2021
Q1 		$535 Sell
2,390
-1,183
-33% -$253K ﹤0.01% 374
2020
Q4 		$768 Buy
3,573
+739
+26% +$161K ﹤0.01% 344
2020
Q3 		$621K Sell
2,834
-82
-3% -$16.8K 0.01% 337
2020
Q2 		$537K Buy
2,916
+196
+7% +$35.9K 0.01% 341
2020
Q1 		$449K Sell
2,720
-474
-15% -$93.4K 0.01% 343
2019
Q4 		$632K Buy
+3,194
New +$634K 0.01% 347

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
Morgan Stanley
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
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

M&G Investment Management's MCD Position: Q4 2023 in Review

M&G Investment Management opened a new position in McDonald's (MCD) in Q4 2023: 28,447 shares worth $8.45M. The stake represents 0.03% of the portfolio and ranks #226 among its holdings. This is a return to the name: M&G Investment Management previously reported a position in MCD as recently as Q1 2023.

M&G Investment Management first reported a position in MCD in Q4 2019 and has held it in 15 quarters since. 3,185 funds tracked by Wall St. Rank hold MCD as of Q4 2023.

  • M&G Investment Management held 28,447 shares of McDonald's worth $8.45M as of Q4 2023.
  • McDonald's was a new M&G Investment Management position in Q4 2023.
  • McDonald's made up 0.03% of M&G Investment Management's portfolio in Q4 2023, its #226 holding.
  • M&G Investment Management first reported a position in McDonald's in Q4 2019 and has held it in 15 quarters since.
  • 3,185 funds tracked by Wall St. Rank held McDonald's as of Q4 2023.

Based on M&G Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.