RHS Financial’s McDonald's MCD Stock Holding History

RHS Financial’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	-1,041	Closed	-$309K	–	111
2023 Q4	$309K	Sell	1,041 -10	-1%	-$2.72K	0.2%	84
2023 Q3	$277K	Hold	1,051	–	–	0.19%	82
2023 Q2	$314K	Hold	1,051	–	–	0.23%	74
2023 Q1	$294K	Sell	1,051 -249	-19%	-$66.7K	0.22%	72
2022 Q4	$343K	Buy	1,300 +10	+0.8%	+$2.64K	0.27%	65
2022 Q3	$298K	Hold	1,290	–	–	0.27%	70
2022 Q2	$319K	Buy	+1,290	New	+$318K	0.26%	60
2022 Q1	–	Sell	-1,463	Closed	-$392K	–	87
2021 Q4	$392K	Hold	1,463	–	–	0.27%	60
2021 Q3	$353K	Sell	1,463 -3	-0.2%	-$716	0.26%	65
2021 Q2	$339K	Hold	1,466	–	–	0.25%	65
2021 Q1	$329K	Buy	1,466 +3	+0.2%	+$642	0.27%	58
2020 Q4	$314K	Sell	1,463 -884	-38%	-$192K	0.27%	60
2020 Q3	$515K	Sell	2,347 -15	-0.6%	-$3.08K	0.52%	48
2020 Q2	$436K	Hold	2,362	–	–	0.51%	45
2020 Q1	$391K	Sell	2,362 -272	-10%	-$53.6K	0.52%	43
2019 Q4	$521K	Hold	2,634	–	–	0.54%	41
2019 Q3	$566K	Buy	2,634 +2	+0.1%	+$429	0.67%	39
2019 Q2	$547K	Hold	2,632	–	–	0.69%	39
2019 Q1	$500K	Hold	2,632	–	–	0.65%	41
2018 Q4	$467K	Buy	+2,632	New	+$467K	0.67%	41

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

RHS Financial's MCD Position: Q1 2024 in Review

RHS Financial sold out of McDonald's (MCD) in Q1 2024, closing a stake of 1,041 shares — an estimated $309K sold.

RHS Financial first reported a position in MCD in Q4 2018 and held it in 20 quarters. The position peaked at $566K in Q3 2019. 3,165 funds tracked by Wall St. Rank hold MCD as of Q1 2024.

RHS Financial reported no remaining McDonald's position as of Q1 2024 after selling out during the quarter.
RHS Financial sold 1,041 McDonald's shares in Q1 2024, an estimated $309K.
RHS Financial first reported a position in McDonald's in Q4 2018 and held it in 20 quarters.
RHS Financial's McDonald's position peaked at $566K in Q3 2019.
3,165 funds tracked by Wall St. Rank held McDonald's as of Q1 2024.

Based on RHS Financial's 13F filing for Q1 2024, filed 18 Apr 2024.