Marvin & Palmer Associates’s McDonald's MCD Stock Holding History

Marvin & Palmer 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
2023 Q3	–	Sell	-29,450	Closed	-$8.79M	–	33
2023 Q2	$8.79M	Buy	+29,450	New	+$8.56M	3.96%	20
2019 Q3	–	Sell	-17,870	Closed	-$3.71M	–	29
2019 Q2	$3.71M	Buy	17,870 +1,410	+9%	+$279K	2.46%	23
2019 Q1	$3.13M	Hold	16,460	–	–	2.44%	22
2018 Q4	$2.92M	Buy	+16,460	New	+$2.92M	2.52%	21
2014 Q3	–	Sell	-19,050	Closed	-$1.92M	–	74
2014 Q2	$1.92M	Buy	+19,050	New	+$1.92M	1.67%	19

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Marvin & Palmer Associates's MCD Position: Q3 2023 in Review

Marvin & Palmer Associates sold out of McDonald's (MCD) in Q3 2023, closing a stake of 29,450 shares — an estimated $8.79M sold.

Marvin & Palmer Associates first reported a position in MCD in Q2 2014 and held it in 5 quarters. The position peaked at $8.79M in Q2 2023. 2,993 funds tracked by Wall St. Rank hold MCD as of Q3 2023.

Marvin & Palmer Associates reported no remaining McDonald's position as of Q3 2023 after selling out during the quarter.
Marvin & Palmer Associates sold 29,450 McDonald's shares in Q3 2023, an estimated $8.79M.
Marvin & Palmer Associates first reported a position in McDonald's in Q2 2014 and held it in 5 quarters.
Marvin & Palmer Associates's McDonald's position peaked at $8.79M in Q2 2023.
2,993 funds tracked by Wall St. Rank held McDonald's as of Q3 2023.

Based on Marvin & Palmer Associates's 13F filing for Q3 2023, filed 13 Nov 2023.