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Noesis Capital Mangement’s McDonald's MCD Stock Holding History

Noesis Capital Mangement’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
-881
Closed -$261K – 99
2023
Q4 		$261K Sell
881
-151
-15% -$41.1K 0.06% 88
2023
Q3 		$272K Hold
1,032
– – 0.07% 81
2023
Q2 		$308K Buy
1,032
+40
+4% +$11.6K 0.08% 83
2023
Q1 		$277K Sell
992
-15
-1% -$4.02K 0.07% 90
2022
Q4 		$265K Sell
1,007
-1,461
-59% -$385K 0.08% 89
2022
Q3 		$569K Buy
2,468
+131
+6% +$33.5K 0.17% 59
2022
Q2 		$577K Sell
2,337
-151
-6% -$37.2K 0.17% 61
2022
Q1 		$615K Sell
2,488
-1,261
-34% -$314K 0.15% 62
2021
Q4 		$1M Sell
3,749
-219
-6% -$55.3K 0.2% 50
2021
Q3 		$957K Buy
3,968
+1,589
+67% +$379K 0.19% 53
2021
Q2 		$558K Sell
2,379
-115
-5% -$26.8K 0.11% 61
2021
Q1 		$559K Sell
2,494
-68
-3% -$14.5K 0.13% 62
2020
Q4 		$550K Sell
2,562
-41
-2% -$8.92K 0.14% 61
2020
Q3 		$571K Hold
2,603
– – 0.16% 57
2020
Q2 		$480K Sell
2,603
-400
-13% -$73.3K 0.15% 62
2020
Q1 		$497K Sell
3,003
-54
-2% -$10.6K 0.18% 57
2019
Q4 		$604K Buy
3,057
+1,652
+118% +$328K 0.17% 60
2019
Q3 		$302K Buy
1,405
+114
+9% +$24.4K 0.1% 75
2019
Q2 		$268K Buy
+1,291
New +$256K 0.09% 78

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Noesis Capital Mangement's MCD Position: Q1 2024 in Review

Noesis Capital Mangement sold out of McDonald's (MCD) in Q1 2024, closing a stake of 881 shares — an estimated $261K sold.

Noesis Capital Mangement first reported a position in MCD in Q2 2019 and held it in 19 quarters. The position peaked at $1M in Q4 2021. 3,165 funds tracked by Wall St. Rank hold MCD as of Q1 2024.

  • Noesis Capital Mangement reported no remaining McDonald's position as of Q1 2024 after selling out during the quarter.
  • Noesis Capital Mangement sold 881 McDonald's shares in Q1 2024, an estimated $261K.
  • Noesis Capital Mangement first reported a position in McDonald's in Q2 2019 and held it in 19 quarters.
  • Noesis Capital Mangement's McDonald's position peaked at $1M in Q4 2021.
  • 3,165 funds tracked by Wall St. Rank held McDonald's as of Q1 2024.

Based on Noesis Capital Mangement's 13F filing for Q1 2024, filed 3 May 2024.