NinePointTwo Capital’s McDonald's MCD Stock Holding History

NinePointTwo Capital’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 Q4	–	Sell	-906	Closed	-$238K	–	272
2023 Q3	$238K	Hold	906	–	–	0.1%	149
2023 Q2	$270K	Hold	906	–	–	0.1%	86
2023 Q1	$253K	Buy	+906	New	+$243K	0.1%	128

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Norges Bank Oslo, Norway $935B AUM

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

NinePointTwo Capital's MCD Position: Q4 2023 in Review

NinePointTwo Capital sold out of McDonald's (MCD) in Q4 2023, closing a stake of 906 shares — an estimated $238K sold.

NinePointTwo Capital first reported a position in MCD in Q1 2023 and held it in 3 quarters. The position peaked at $270K in Q2 2023. 3,185 funds tracked by Wall St. Rank hold MCD as of Q4 2023.

NinePointTwo Capital reported no remaining McDonald's position as of Q4 2023 after selling out during the quarter.
NinePointTwo Capital sold 906 McDonald's shares in Q4 2023, an estimated $238K.
NinePointTwo Capital first reported a position in McDonald's in Q1 2023 and held it in 3 quarters.
NinePointTwo Capital's McDonald's position peaked at $270K in Q2 2023.
3,185 funds tracked by Wall St. Rank held McDonald's as of Q4 2023.

Based on NinePointTwo Capital's 13F filing for Q4 2023, filed 14 Feb 2024.