Richelieu Gestion’s McDonald's MCD Stock Holding History

Richelieu Gestion’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	$1.38M	Sell	4,881 -739	-13%	-$215K	1.41%	33
2023 Q4	$1.67M	Buy	5,620 +2,164	+63%	+$589K	1.49%	37
2023 Q3	$910K	Sell	3,456 -4,244	-55%	-$1.21M	0.85%	39
2023 Q2	$2.3M	Sell	7,700 -927	-11%	-$269K	1.91%	35
2023 Q1	$2.41M	Buy	8,627 +837	+11%	+$224K	2.18%	20
2022 Q4	$2.05M	Sell	7,790 -1,609	-17%	-$424K	2.15%	25
2022 Q3	$2.17M	Sell	9,399 -3,168	-25%	-$810K	2.58%	17
2022 Q2	$3.1M	Sell	12,567 -1,888	-13%	-$465K	3.52%	6
2022 Q1	$3.57M	Buy	+14,455	New	+$3.6M	2.84%	13

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

Richelieu Gestion's MCD Position: Q1 2024 in Review

Richelieu Gestion reduced its McDonald's (MCD) stake by 13% in Q1 2024, selling an estimated $215K and leaving 4,881 shares worth $1.38M. The position accounts for 1.41% of the portfolio, ranked #33.

Richelieu Gestion first reported a position in MCD in Q1 2022 and has held it in 9 quarters since. The position peaked at $3.57M in Q1 2022. 3,165 funds tracked by Wall St. Rank hold MCD as of Q1 2024.

Richelieu Gestion held 4,881 shares of McDonald's worth $1.38M as of Q1 2024.
Richelieu Gestion sold 739 McDonald's shares in Q1 2024, an estimated $215K.
McDonald's made up 1.41% of Richelieu Gestion's portfolio in Q1 2024, its #33 holding.
Richelieu Gestion first reported a position in McDonald's in Q1 2022 and has held it in 9 quarters since.
Richelieu Gestion's McDonald's position peaked at $3.57M in Q1 2022.
3,165 funds tracked by Wall St. Rank held McDonald's as of Q1 2024.

Based on Richelieu Gestion's 13F filing for Q1 2024, filed 15 Apr 2024.