Ninety One (UK)’s McDonald's MCD Stock Holding History

Ninety One (UK)’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	-69,409	Closed	-$20.6M	–	191
2023 Q4	$20.6M	Buy	+69,409	New	+$18.9M	0.06%	127
2019 Q3	–	Sell	-39,091	Closed	-$8.12M	–	258
2019 Q2	$8.12M	Hold	39,091	–	–	0.03%	208
2019 Q1	$7.42M	Sell	39,091 -39,036	-50%	-$7.08M	0.03%	206
2018 Q4	$13.9M	Buy	+78,127	New	+$13.9M	0.06%	178
2016 Q4	–	Sell	-56,999	Closed	-$6.58M	–	324
2016 Q3	$6.58M	Sell	56,999 -10,746	-16%	-$1.27M	0.03%	204
2016 Q2	$8.15M	Buy	+67,745	New	+$8.48M	0.04%	200

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Ninety One (UK)'s MCD Position: Q1 2024 in Review

Ninety One (UK) sold out of McDonald's (MCD) in Q1 2024, closing a stake of 69,409 shares — an estimated $20.6M sold.

Ninety One (UK) first reported a position in MCD in Q2 2016 and held it in 6 quarters. The position peaked at $20.6M in Q4 2023. 3,165 funds tracked by Wall St. Rank hold MCD as of Q1 2024.

Ninety One (UK) reported no remaining McDonald's position as of Q1 2024 after selling out during the quarter.
Ninety One (UK) sold 69,409 McDonald's shares in Q1 2024, an estimated $20.6M.
Ninety One (UK) first reported a position in McDonald's in Q2 2016 and held it in 6 quarters.
Ninety One (UK)'s McDonald's position peaked at $20.6M in Q4 2023.
3,165 funds tracked by Wall St. Rank held McDonald's as of Q1 2024.

Based on Ninety One (UK)'s 13F filing for Q1 2024, filed 25 Apr 2024.