Punch & Associates Investment Management’s McDonald's MCD Stock Holding History

Punch & Associates Investment Management’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	-1,880	Closed	-$557K	–	211
2023 Q4	$557K	Hold	1,880	–	–	0.03%	175
2023 Q3	$495K	Hold	1,880	–	–	0.03%	174
2023 Q2	$561K	Hold	1,880	–	–	0.03%	176
2023 Q1	$526K	Hold	1,880	–	–	0.03%	171
2022 Q4	$495K	Hold	1,880	–	–	0.03%	177
2022 Q3	$434K	Hold	1,880	–	–	0.03%	181
2022 Q2	$464K	Hold	1,880	–	–	0.03%	184
2022 Q1	$465K	Hold	1,880	–	–	0.03%	187
2021 Q4	$504K	Hold	1,880	–	–	0.03%	190
2021 Q3	$453K	Hold	1,880	–	–	0.03%	192
2021 Q2	$434K	Hold	1,880	–	–	0.02%	194
2021 Q1	$421K	Hold	1,880	–	–	0.03%	202
2020 Q4	$403K	Hold	1,880	–	–	0.03%	195
2020 Q3	$413K	Hold	1,880	–	–	0.04%	196
2020 Q2	$347K	Sell	1,880 -233	-11%	-$42.7K	0.03%	198
2020 Q1	$349K	Hold	2,113	–	–	0.04%	184
2019 Q4	$418K	Buy	2,113 +233	+12%	+$46.2K	0.03%	185
2019 Q3	$404K	Hold	1,880	–	–	0.03%	186
2019 Q2	$390K	Sell	1,880 -12	-0.6%	-$2.38K	0.03%	184
2019 Q1	$359K	Buy	1,892 +50	+3%	+$9.07K	0.03%	185
2018 Q4	$327K	Buy	1,842 +107	+6%	+$19K	0.03%	193
2018 Q3	$290K	Hold	1,735	–	–	0.02%	197
2018 Q2	$272K	Buy	+1,735	New	+$281K	0.02%	188
2016 Q1	–	Sell	-174	Closed	-$20.6K	–	204
2015 Q4	$20.6K	Buy	+174	New	+$19.5K	﹤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

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

Punch & Associates Investment Management's MCD Position: Q1 2024 in Review

Punch & Associates Investment Management sold out of McDonald's (MCD) in Q1 2024, closing a stake of 1,880 shares — an estimated $557K sold.

Punch & Associates Investment Management first reported a position in MCD in Q4 2015 and held it in 24 quarters. The position peaked at $561K in Q2 2023. 3,165 funds tracked by Wall St. Rank hold MCD as of Q1 2024.

Punch & Associates Investment Management reported no remaining McDonald's position as of Q1 2024 after selling out during the quarter.
Punch & Associates Investment Management sold 1,880 McDonald's shares in Q1 2024, an estimated $557K.
Punch & Associates Investment Management first reported a position in McDonald's in Q4 2015 and held it in 24 quarters.
Punch & Associates Investment Management's McDonald's position peaked at $561K in Q2 2023.
3,165 funds tracked by Wall St. Rank held McDonald's as of Q1 2024.

Based on Punch & Associates Investment Management's 13F filing for Q1 2024, filed 15 May 2024.