Nabity-Jensen Investment Management’s McDonald's MCD Stock Holding History

Nabity-Jensen 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
2024 Q2	–	Sell	-482	Closed	-$136K	–	76
2024 Q1	$136K	Buy	482 +3	+0.6%	+$872	0.11%	69
2023 Q4	$142K	Buy	+479	New	+$130K	0.13%	69

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Nabity-Jensen Investment Management's MCD Position: Q2 2024 in Review

Nabity-Jensen Investment Management sold out of McDonald's (MCD) in Q2 2024, closing a stake of 482 shares — an estimated $136K sold.

Nabity-Jensen Investment Management first reported a position in MCD in Q4 2023 and held it in 2 quarters. The position peaked at $142K in Q4 2023. 3,079 funds tracked by Wall St. Rank hold MCD as of Q2 2024.

Nabity-Jensen Investment Management reported no remaining McDonald's position as of Q2 2024 after selling out during the quarter.
Nabity-Jensen Investment Management sold 482 McDonald's shares in Q2 2024, an estimated $136K.
Nabity-Jensen Investment Management first reported a position in McDonald's in Q4 2023 and held it in 2 quarters.
Nabity-Jensen Investment Management's McDonald's position peaked at $142K in Q4 2023.
3,079 funds tracked by Wall St. Rank held McDonald's as of Q2 2024.

Based on Nabity-Jensen Investment Management's 13F filing for Q2 2024, filed 9 Dec 2024.