PKO Investment Management Joint-Stock’s McDonald's MCD Stock Holding History

PKO Investment Management Joint-Stock’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
2020 Q1	–	Sell	-11,190	Closed	-$2.21M	–	81
2019 Q4	$2.21M	Sell	11,190 -3,487	-24%	-$692K	0.55%	40
2019 Q3	$3.15M	Hold	14,677	–	–	0.8%	34
2019 Q2	$3.05M	Hold	14,677	–	–	0.77%	33
2019 Q1	$2.79M	Hold	14,677	–	–	0.73%	38
2018 Q4	$2.61M	Hold	14,677	–	–	0.74%	38
2018 Q3	$2.46M	Hold	14,677	–	–	0.49%	39
2018 Q2	$2.3M	Sell	14,677 -4,539	-24%	-$736K	0.48%	41
2018 Q1	$3M	Hold	19,216	–	–	0.67%	31
2017 Q4	$3.31M	Buy	19,216 +3,203	+20%	+$538K	0.82%	26
2017 Q3	$2.51M	Buy	16,013 +7,971	+99%	+$1.25M	0.68%	30
2017 Q2	$1.23M	Buy	8,042 +2,220	+38%	+$321K	0.41%	41
2017 Q1	$755K	Buy	5,822 +5,152	+769%	+$646K	0.35%	42
2016 Q4	$81.6K	Buy	+670	New	+$78.6K	0.05%	51

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PKO Investment Management Joint-Stock's MCD Position: Q1 2020 in Review

PKO Investment Management Joint-Stock sold out of McDonald's (MCD) in Q1 2020, closing a stake of 11,190 shares — an estimated $2.21M sold.

PKO Investment Management Joint-Stock first reported a position in MCD in Q4 2016 and held it in 13 quarters. The position peaked at $3.31M in Q4 2017. 2,165 funds tracked by Wall St. Rank hold MCD as of Q1 2020.

PKO Investment Management Joint-Stock reported no remaining McDonald's position as of Q1 2020 after selling out during the quarter.
PKO Investment Management Joint-Stock sold 11,190 McDonald's shares in Q1 2020, an estimated $2.21M.
PKO Investment Management Joint-Stock first reported a position in McDonald's in Q4 2016 and held it in 13 quarters.
PKO Investment Management Joint-Stock's McDonald's position peaked at $3.31M in Q4 2017.
2,165 funds tracked by Wall St. Rank held McDonald's as of Q1 2020.

Based on PKO Investment Management Joint-Stock's 13F filing for Q1 2020, filed 13 Mar 2025.