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 $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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM