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NFAM
North Fourth Asset Management’s
McDonald's
MCD
Stock Holding History
North Fourth Asset Management’s Portfolio
MCD Stock Details
MCD Fund Activity
Bought
Maintained
Sold
Shares
Call Options
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q3
$4.22M
Buy
+16,000
New
+$4.56M
2.58%
14
2021
Q4
–
Sell
-11,000
Closed
-$2.65M
–
105
2021
Q3
$2.65M
Sell
11,000
-57,800
-84%
-$13.8M
0.46%
53
2021
Q2
$15.9M
Buy
68,800
+765
+1%
+$178K
2.8%
7
2021
Q1
$15.2M
Buy
68,035
+17,035
+33%
+$3.64M
3.44%
5
2020
Q4
$10.9M
Buy
51,000
+17,000
+50%
+$3.7M
1.11%
15
2020
Q3
$7.46M
Buy
+34,000
New
+$6.98M
1.83%
16
2020
Q2
–
Sell
-16,060
Closed
-$2.66M
–
101
2020
Q1
$2.66M
Sell
16,060
-39,261
-71%
-$7.74M
1.23%
28
2019
Q4
$10.9M
Buy
+55,321
New
+$11M
2.9%
11
2019
Q3
–
Sell
-78,317
Closed
-$16.3M
–
60
2019
Q2
$16.3M
Buy
+78,317
New
+$15.5M
2.83%
8
2018
Q2
–
Sell
-33,000
Closed
-$5.16M
–
87
2018
Q1
$5.16M
Sell
33,000
-846
-2%
-$139K
1.3%
21
2017
Q4
$5.83M
Buy
+33,846
New
+$5.68M
1.91%
13
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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