Psagot Value Holdings’s McDonald's MCD Stock Holding History

Psagot Value Holdings’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 Q1	–	Sell	-4,036	Closed	-$1.19M	–	358
2023 Q4	$1.19M	Buy	4,036 +185	+5%	+$50.4K	0.52%	42
2023 Q3	$1.02M	Buy	3,851 +467	+14%	+$133K	0.52%	39
2023 Q2	$996K	Buy	3,384 +684	+25%	+$199K	0.5%	41
2023 Q1	$744K	Hold	2,700	–	–	0.31%	68
2022 Q4	$712K	Hold	2,700	–	–	0.21%	90
2022 Q3	$623K	Hold	2,700	–	–	0.18%	91
2022 Q2	$667K	Sell	2,700 -299	-10%	-$73.6K	0.16%	102
2022 Q1	$742K	Sell	2,999 -255	-8%	-$63.5K	0.16%	99
2021 Q4	$872K	Hold	3,254	–	–	0.17%	101
2021 Q3	$785K	Hold	3,254	–	–	0.14%	129
2021 Q2	$752K	Buy	3,254 +280	+9%	+$65.2K	0.03%	179
2021 Q1	$667K	Sell	2,974 -5,043	-63%	-$1.08M	0.02%	208
2020 Q4	$1.72M	Hold	8,017	–	–	0.04%	148
2020 Q3	$1.76M	Sell	8,017 -1,468	-15%	-$301K	0.04%	134
2020 Q2	$1.75M	Sell	9,485 -1,330	-12%	-$244K	0.05%	119
2020 Q1	$1.79M	Sell	10,815 -2,212	-17%	-$436K	0.07%	111
2019 Q4	$2.57M	Sell	13,027 -4,750	-27%	-$942K	0.09%	126
2019 Q3	$3.82M	Buy	17,777 +250	+1%	+$53.6K	0.16%	97
2019 Q2	$3.64M	Hold	17,527	–	–	0.15%	103
2019 Q1	$3.33M	Buy	17,527 +587	+3%	+$107K	0.14%	105
2018 Q4	$3.01M	Buy	16,940 +8,380	+98%	+$1.49M	0.14%	106
2018 Q3	$1.43M	Buy	8,560 +3,900	+84%	+$625K	0.06%	132
2018 Q2	$730K	Hold	4,660	–	–	0.03%	157
2018 Q1	$729K	Hold	4,660	–	–	0.03%	174
2017 Q4	$802K	Sell	4,660 -600	-11%	-$101K	0.03%	155
2017 Q3	$824K	Hold	5,260	–	–	0.03%	163
2017 Q2	$806K	Sell	5,260 -800	-13%	-$116K	0.03%	150
2017 Q1	$785K	Sell	6,060 -2,460	-29%	-$309K	0.03%	158
2016 Q4	$1.04M	Sell	8,520 -1,000	-11%	-$117K	0.04%	137
2016 Q3	$1.1M	Sell	9,520 -940	-9%	-$111K	0.05%	139
2016 Q2	$1.26M	Sell	10,460 -1	-0%	-$125	0.05%	128
2016 Q1	$1.31M	Sell	10,461 -2,680	-20%	-$320K	0.05%	148
2015 Q4	$1.55M	Buy	13,141 +400	+3%	+$44.7K	0.06%	138
2015 Q3	$1.25M	Sell	12,741 -30,367	-70%	-$2.96M	0.05%	154
2015 Q2	$4.1M	Sell	43,108 -9,124	-17%	-$883K	0.13%	97
2015 Q1	$5.09M	Sell	52,232 -30,197	-37%	-$2.86M	0.16%	83
2014 Q4	$7.72M	Sell	82,429 -102	-0.1%	-$9.55K	0.26%	67
2014 Q3	$7.83M	Sell	82,531 -12,981	-14%	-$1.24M	0.26%	59
2014 Q2	$9.62M	Sell	95,512 -1,672	-2%	-$169K	0.32%	50
2014 Q1	$9.53M	Buy	97,184 +5,198	+6%	+$497K	0.32%	56
2013 Q4	$8.93M	Buy	91,986 +512	+0.6%	+$49.2K	0.31%	53
2013 Q3	$8.8M	Buy	91,474 +27,658	+43%	+$2.7M	0.33%	55
2013 Q2	$6.32M	Buy	+63,816	New	+$6.39M	0.27%	65

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 New York $1.56T AUM 27.86% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

Psagot Value Holdings's MCD Position: Q1 2024 in Review

Psagot Value Holdings sold out of McDonald's (MCD) in Q1 2024, closing a stake of 4,036 shares — an estimated $1.19M sold.

Psagot Value Holdings first reported a position in MCD in Q2 2013 and held it in 43 quarters. The position peaked at $9.62M in Q2 2014. 3,165 funds tracked by Wall St. Rank hold MCD as of Q1 2024.

Psagot Value Holdings reported no remaining McDonald's position as of Q1 2024 after selling out during the quarter.
Psagot Value Holdings sold 4,036 McDonald's shares in Q1 2024, an estimated $1.19M.
Psagot Value Holdings first reported a position in McDonald's in Q2 2013 and held it in 43 quarters.
Psagot Value Holdings's McDonald's position peaked at $9.62M in Q2 2014.
3,165 funds tracked by Wall St. Rank held McDonald's as of Q1 2024.

Based on Psagot Value Holdings's 13F filing for Q1 2024, filed 15 May 2024.