NSI Retail Advisors’s McDonald's MCD Stock Holding History

NSI Retail Advisors’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 Q3	–	Sell	-1,153	Closed	-$294K	–	32
2024 Q2	$294K	Hold	1,153	–	–	0.05%	34
2024 Q1	$325K	Sell	1,153 -300	-21%	-$87.2K	0.05%	39
2023 Q4	$431K	Sell	1,453 -100	-6%	-$27.2K	0.07%	34
2023 Q3	$409K	Sell	1,553 -650	-30%	-$185K	0.09%	28
2023 Q2	$657K	Sell	2,203 -200	-8%	-$58.1K	0.11%	34
2023 Q1	$672K	Hold	2,403	–	–	0.14%	27
2022 Q4	$633K	Hold	2,403	–	–	0.15%	25
2022 Q3	$554K	Hold	2,403	–	–	0.16%	23
2022 Q2	$593K	Hold	2,403	–	–	0.13%	25
2022 Q1	$594K	Hold	2,403	–	–	0.09%	33
2021 Q4	$644K	Hold	2,403	–	–	0.1%	32
2021 Q3	$579K	Hold	2,403	–	–	0.1%	35
2021 Q2	$555K	Buy	+2,403	New	+$559K	0.08%	40

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

NSI Retail Advisors's MCD Position: Q3 2024 in Review

NSI Retail Advisors sold out of McDonald's (MCD) in Q3 2024, closing a stake of 1,153 shares — an estimated $294K sold.

NSI Retail Advisors first reported a position in MCD in Q2 2021 and held it in 13 quarters. The position peaked at $672K in Q1 2023. 3,170 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

NSI Retail Advisors reported no remaining McDonald's position as of Q3 2024 after selling out during the quarter.
NSI Retail Advisors sold 1,153 McDonald's shares in Q3 2024, an estimated $294K.
NSI Retail Advisors first reported a position in McDonald's in Q2 2021 and held it in 13 quarters.
NSI Retail Advisors's McDonald's position peaked at $672K in Q1 2023.
3,170 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on NSI Retail Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.