MIFH
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Migdal Insurance & Financial Holdings’s McDonald's MCD Stock Holding History

Migdal Insurance & Financial Holdings’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
2022
Q4 		– Sell
-217,426
Closed -$50.2M – 552
2022
Q3 		$50.2M Buy
217,426
+73,916
+52% +$18.9M 1.13% 29
2022
Q2 		$35.4M Buy
143,510
+143,443
+214,094% +$35.3M 0.79% 38
2022
Q1 		$17K Sell
67
-337,103
-100% -$84M ﹤0.01% 528
2021
Q4 		$90.4M Sell
337,170
-49
-0% -$12.4K 0.87% 42
2021
Q3 		$81.3M Buy
337,219
+160,160
+90% +$38.2M 0.86% 38
2021
Q2 		$40.9M Hold
177,059
– – 0.43% 72
2021
Q1 		$39.7M Sell
177,059
-60,000
-25% -$12.8M 0.4% 75
2020
Q4 		$50.9M Hold
237,059
– – 0.6% 49
2020
Q3 		$52M Sell
237,059
-229
-0.1% -$47K 0.72% 38
2020
Q2 		$43.8M Buy
237,288
+34,950
+17% +$6.41M 0.71% 43
2020
Q1 		$33.5M Sell
202,338
-32,298
-14% -$6.36M 0.78% 33
2019
Q4 		$46.4M Sell
234,636
-1,053
-0.4% -$209K 0.89% 28
2019
Q3 		$50.6M Buy
235,689
+189
+0.1% +$40.5K 1.05% 23
2019
Q2 		$48.9M Buy
235,500
+131,455
+126% +$26M 1.25% 16
2019
Q1 		$19.8M Buy
104,045
+103,378
+15,499% +$18.8M 0.47% 47
2018
Q4 		$118K Sell
667
-1,689
-72% -$300K ﹤0.01% 462
2018
Q3 		$394K Buy
2,356
+39
+2% +$6.25K 0.01% 428
2018
Q2 		$363K Sell
2,317
-20
-0.9% -$3.24K 0.01% 377
2018
Q1 		$365K Sell
2,337
-124
-5% -$20.4K 0.01% 316
2017
Q4 		$424K Sell
2,461
-146
-6% -$24.5K 0.01% 250
2017
Q3 		$408K Sell
2,607
-586
-18% -$91.8K 0.01% 248
2017
Q2 		$489K Sell
3,193
-1,023
-24% -$148K 0.01% 203
2017
Q1 		$545K Sell
4,216
-1,061
-20% -$133K 0.01% 211
2016
Q4 		$648K Buy
+5,277
New +$619K 0.02% 169

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Migdal Insurance & Financial Holdings's MCD Position: Q4 2022 in Review

Migdal Insurance & Financial Holdings sold out of McDonald's (MCD) in Q4 2022, closing a stake of 217,426 shares — an estimated $50.2M sold.

Migdal Insurance & Financial Holdings first reported a position in MCD in Q4 2016 and held it in 24 quarters. The position peaked at $90.4M in Q4 2021. 2,920 funds tracked by Wall St. Rank hold MCD as of Q4 2022.

  • Migdal Insurance & Financial Holdings reported no remaining McDonald's position as of Q4 2022 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 217,426 McDonald's shares in Q4 2022, an estimated $50.2M.
  • Migdal Insurance & Financial Holdings first reported a position in McDonald's in Q4 2016 and held it in 24 quarters.
  • Migdal Insurance & Financial Holdings's McDonald's position peaked at $90.4M in Q4 2021.
  • 2,920 funds tracked by Wall St. Rank held McDonald's as of Q4 2022.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2022, filed 23 Jan 2023.