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Meitav Investment House’s McDonald's MCD Stock Holding History

Meitav Investment House’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
-3,250
Closed -$963K – 307
2023
Q4 		$963K Hold
3,250
– – 0.01% 205
2023
Q3 		$858K Hold
3,250
– – 0.01% 216
2023
Q2 		$950K Sell
3,250
-1,070
-25% -$311K 0.02% 227
2023
Q1 		$1.2M Sell
4,320
-2,348
-35% -$629K 0.02% 216
2022
Q4 		$1.77M Buy
6,668
+3,418
+105% +$902K 0.03% 191
2022
Q3 		$769K Hold
3,250
– – 0.01% 256
2022
Q2 		$805K Hold
3,250
– – 0.01% 250
2022
Q1 		$808K Hold
3,250
– – 0.01% 281
2021
Q4 		$872K Buy
3,250
+1,050
+48% +$265K 0.01% 271
2021
Q3 		$537K Buy
2,200
+200
+10% +$47.7K 0.01% 308
2021
Q2 		$461K Buy
2,000
+250
+14% +$58.2K 0.01% 319
2021
Q1 		$394 Buy
1,750
+750
+75% +$160K 0.01% 297
2020
Q4 		$212K Buy
+1,000
New +$217K 0.01% 394
2019
Q4 		– Sell
-1,551
Closed -$330K – 454
2019
Q3 		$330K Buy
+1,551
New +$333K 0.02% 308
2018
Q4 		– Sell
-3,617
Closed -$605K – 409
2018
Q3 		$605K Sell
3,617
-1,354
-27% -$217K 0.03% 278
2018
Q2 		$779K Sell
4,971
-918
-16% -$149K 0.03% 270
2018
Q1 		$921K Sell
5,889
-950
-14% -$156K 0.05% 181
2017
Q4 		$1.18M Buy
+6,839
New +$1.15M 0.07% 115

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

Meitav Investment House's MCD Position: Q1 2024 in Review

Meitav Investment House sold out of McDonald's (MCD) in Q1 2024, closing a stake of 3,250 shares — an estimated $963K sold.

Meitav Investment House first reported a position in MCD in Q4 2017 and held it in 18 quarters. The position peaked at $1.77M in Q4 2022. 3,165 funds tracked by Wall St. Rank hold MCD as of Q1 2024.

  • Meitav Investment House reported no remaining McDonald's position as of Q1 2024 after selling out during the quarter.
  • Meitav Investment House sold 3,250 McDonald's shares in Q1 2024, an estimated $963K.
  • Meitav Investment House first reported a position in McDonald's in Q4 2017 and held it in 18 quarters.
  • Meitav Investment House's McDonald's position peaked at $1.77M in Q4 2022.
  • 3,165 funds tracked by Wall St. Rank held McDonald's as of Q1 2024.

Based on Meitav Investment House's 13F filing for Q1 2024, filed 1 May 2024.