Nine27 Capital Management’s McDonald's MCD Stock Holding History

Nine27 Capital 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 Q3	–	Sell	-15,000	Closed	-$4.48M	–	19
2023 Q2	$4.48M	Buy	+15,000	New	+$4.36M	2.97%	10

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

Nine27 Capital Management's MCD Position: Q3 2023 in Review

Nine27 Capital Management sold out of McDonald's (MCD) in Q3 2023, closing a stake of 15,000 shares — an estimated $4.48M sold.

Nine27 Capital Management first reported a position in MCD in Q2 2023 and held it in 1 quarter. The position peaked at $4.48M in Q2 2023. 2,992 funds tracked by Wall St. Rank hold MCD as of Q3 2023.

Nine27 Capital Management reported no remaining McDonald's position as of Q3 2023 after selling out during the quarter.
Nine27 Capital Management sold 15,000 McDonald's shares in Q3 2023, an estimated $4.48M.
Nine27 Capital Management first reported a position in McDonald's in Q2 2023 and held it in 1 quarter.
Nine27 Capital Management's McDonald's position peaked at $4.48M in Q2 2023.
2,992 funds tracked by Wall St. Rank held McDonald's as of Q3 2023.

Based on Nine27 Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.