RT
MCD icon

Robert Torray’s McDonald's MCD Stock Holding History

Robert Torray’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
Q1 		– Sell
-8,813
Closed -$2.32M – 103
2022
Q4 		$2.32M Buy
8,813
+71
+0.8% +$18.7K 0.42% 64
2022
Q3 		$2.02M Buy
8,742
+31
+0.4% +$7.92K 0.4% 62
2022
Q2 		$2.15M Buy
8,711
+88
+1% +$21.7K 0.41% 66
2022
Q1 		$2.13M Buy
8,623
+588
+7% +$146K 0.34% 67
2021
Q4 		$2.15M Buy
8,035
+665
+9% +$168K 0.32% 68
2021
Q3 		$1.78M Buy
7,370
+124
+2% +$29.6K 0.27% 78
2021
Q2 		$1.67M Sell
7,246
-1,523
-17% -$354K 0.25% 86
2021
Q1 		$1.97M Buy
8,769
+138
+2% +$29.5K 0.31% 68
2020
Q4 		$1.85M Sell
8,631
-536
-6% -$117K 0.31% 69
2020
Q3 		$2.01M Buy
9,167
+56
+0.6% +$11.5K 0.37% 53
2020
Q2 		$1.68M Buy
9,111
+331
+4% +$60.7K 0.32% 63
2020
Q1 		$1.45M Buy
+8,780
New +$1.73M 0.32% 66

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Robert Torray's MCD Position: Q1 2023 in Review

Robert Torray sold out of McDonald's (MCD) in Q1 2023, closing a stake of 8,813 shares — an estimated $2.32M sold.

Robert Torray first reported a position in MCD in Q1 2020 and held it in 12 quarters. The position peaked at $2.32M in Q4 2022. 2,947 funds tracked by Wall St. Rank hold MCD as of Q1 2023.

  • Robert Torray reported no remaining McDonald's position as of Q1 2023 after selling out during the quarter.
  • Robert Torray sold 8,813 McDonald's shares in Q1 2023, an estimated $2.32M.
  • Robert Torray first reported a position in McDonald's in Q1 2020 and held it in 12 quarters.
  • Robert Torray's McDonald's position peaked at $2.32M in Q4 2022.
  • 2,947 funds tracked by Wall St. Rank held McDonald's as of Q1 2023.

Based on Torray Investment Partners's 13F filing for Q1 2023, filed 2 May 2023.