Phocas Financial Corp’s McDonald's MCD Stock Holding History

Phocas Financial Corp’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
2023 Q4	–	Sell	-1,020	Closed	-$269K	–	179
2023 Q3	$269K	Sell	1,020 -79	-7%	-$22.5K	0.04%	171
2023 Q2	$328K	Hold	1,099	–	–	0.04%	172
2023 Q1	$307K	Buy	1,099 +79	+8%	+$21.2K	0.04%	171
2022 Q4	$269K	Sell	1,020 -254	-20%	-$67K	0.04%	177
2022 Q3	$294K	Buy	1,274 +300	+31%	+$76.7K	0.05%	183
2022 Q2	$240K	Hold	974	–	–	0.04%	195
2022 Q1	$241K	Sell	974 -170	-15%	-$42.3K	0.03%	198
2021 Q4	$307K	Buy	1,144 +79	+7%	+$19.9K	0.04%	180
2021 Q3	$257K	Buy	+1,065	New	+$254K	0.03%	198
2019 Q3	–	Sell	-700	Closed	-$145K	–	243
2019 Q2	$145K	Buy	+700	New	+$139K	0.02%	199
2019 Q1	–	Sell	-700	Closed	-$124K	–	254
2018 Q4	$124K	Buy	+700	New	+$124K	0.01%	213

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Phocas Financial Corp's MCD Position: Q4 2023 in Review

Phocas Financial Corp sold out of McDonald's (MCD) in Q4 2023, closing a stake of 1,020 shares — an estimated $269K sold.

Phocas Financial Corp first reported a position in MCD in Q4 2018 and held it in 11 quarters. The position peaked at $328K in Q2 2023. 3,185 funds tracked by Wall St. Rank hold MCD as of Q4 2023.

Phocas Financial Corp reported no remaining McDonald's position as of Q4 2023 after selling out during the quarter.
Phocas Financial Corp sold 1,020 McDonald's shares in Q4 2023, an estimated $269K.
Phocas Financial Corp first reported a position in McDonald's in Q4 2018 and held it in 11 quarters.
Phocas Financial Corp's McDonald's position peaked at $328K in Q2 2023.
3,185 funds tracked by Wall St. Rank held McDonald's as of Q4 2023.

Based on Phocas Financial Corp's 13F filing for Q4 2023, filed 30 Jan 2024.