Renasant Bank’s McDonald's MCD Stock Holding History

Renasant Bank’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 Q3	–	Sell	-2,394	Closed	-$714K	–	190
2023 Q2	$714K	Sell	2,394 -71	-3%	-$20.6K	0.58%	52
2023 Q1	$689K	Sell	2,465 -55	-2%	-$14.7K	0.54%	61
2022 Q4	$664K	Sell	2,520 -693	-22%	-$183K	0.5%	69
2022 Q3	$741K	Buy	3,213 +144	+5%	+$36.8K	0.65%	48
2022 Q2	$757K	Sell	3,069 -104	-3%	-$25.6K	0.62%	48
2022 Q1	$785K	Buy	3,173 +1,622	+105%	+$404K	0.53%	52
2021 Q4	$416K	Buy	+1,551	New	+$392K	0.28%	116

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Norges Bank Oslo, Norway $935B AUM

Renasant Bank's MCD Position: Q3 2023 in Review

Renasant Bank sold out of McDonald's (MCD) in Q3 2023, closing a stake of 2,394 shares — an estimated $714K sold.

Renasant Bank first reported a position in MCD in Q4 2021 and held it in 7 quarters. The position peaked at $785K in Q1 2022. 2,992 funds tracked by Wall St. Rank hold MCD as of Q3 2023.

Renasant Bank reported no remaining McDonald's position as of Q3 2023 after selling out during the quarter.
Renasant Bank sold 2,394 McDonald's shares in Q3 2023, an estimated $714K.
Renasant Bank first reported a position in McDonald's in Q4 2021 and held it in 7 quarters.
Renasant Bank's McDonald's position peaked at $785K in Q1 2022.
2,992 funds tracked by Wall St. Rank held McDonald's as of Q3 2023.

Based on Renasant Bank's 13F filing for Q3 2023, filed 1 Nov 2023.