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Quest Investment Management’s McDonald's MCD Stock Holding History

Quest 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
-5,215
Closed -$1.55M – 91
2023
Q4 		$1.55M Buy
5,215
+181
+4% +$49.3K 0.19% 64
2023
Q3 		$1.33M Sell
5,034
-35,819
-88% -$10.2M 0.19% 68
2023
Q2 		$12.2M Sell
40,853
-4,884
-11% -$1.42M 1.66% 34
2023
Q1 		$12.8M Sell
45,737
-3,443
-7% -$922K 1.76% 26
2022
Q4 		$13M Buy
49,180
+2,660
+6% +$702K 1.58% 32
2022
Q3 		$10.7M Buy
46,520
+930
+2% +$238K 1.32% 36
2022
Q2 		$11.3M Sell
45,590
-6,140
-12% -$1.51M 1.33% 30
2022
Q1 		$12.8M Buy
+51,730
New +$12.9M 1.22% 35
2020
Q2 		– Sell
-12,158
Closed -$2.01M – 104
2020
Q1 		$2.01M Sell
12,158
-4,762
-28% -$938K 0.28% 64
2019
Q4 		$3.34M Buy
16,920
+3,737
+28% +$741K 0.39% 63
2019
Q3 		$2.83M Buy
+13,183
New +$2.83M 0.35% 63
2018
Q3 		– Sell
-15,659
Closed -$2.45M – 111
2018
Q2 		$2.45M Buy
+15,659
New +$2.54M 0.37% 62
2015
Q2 		– Sell
-52,050
Closed -$5.07M – 123
2015
Q1 		$5.07M Buy
+52,050
New +$4.94M 0.69% 66
2014
Q3 		– Sell
-82,147
Closed -$8.28M – 222
2014
Q2 		$8.28M Sell
82,147
-14,060
-15% -$1.42M 0.81% 43
2014
Q1 		$9.43M Buy
96,207
+3,933
+4% +$376K 0.88% 47
2013
Q4 		$8.95M Sell
92,274
-3,896
-4% -$374K 0.77% 65
2013
Q3 		$9.25M Buy
+96,170
New +$9.39M 0.79% 74

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Quest Investment Management's MCD Position: Q1 2024 in Review

Quest Investment Management sold out of McDonald's (MCD) in Q1 2024, closing a stake of 5,215 shares — an estimated $1.55M sold.

Quest Investment Management first reported a position in MCD in Q3 2013 and held it in 17 quarters. The position peaked at $13M in Q4 2022. 3,165 funds tracked by Wall St. Rank hold MCD as of Q1 2024.

  • Quest Investment Management reported no remaining McDonald's position as of Q1 2024 after selling out during the quarter.
  • Quest Investment Management sold 5,215 McDonald's shares in Q1 2024, an estimated $1.55M.
  • Quest Investment Management first reported a position in McDonald's in Q3 2013 and held it in 17 quarters.
  • Quest Investment Management's McDonald's position peaked at $13M in Q4 2022.
  • 3,165 funds tracked by Wall St. Rank held McDonald's as of Q1 2024.

Based on Quest Investment Management's 13F filing for Q1 2024, filed 14 May 2024.