Sarah T. Connolly’s McDonald's MCD Stock Holding History

Sarah T. Connolly’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 Q4	–	Sell	-3,780	Closed	-$996K	–	57
2023 Q3	$996K	Sell	3,780 -285	-7%	-$81.3K	0.66%	52
2023 Q2	$1.21M	Sell	4,065 -325	-7%	-$94.4K	0.73%	49
2023 Q1	$1.23M	Hold	4,390	–	–	0.78%	50
2022 Q4	$1.16M	Sell	4,390 -315	-7%	-$83.1K	0.79%	47
2022 Q3	$1.09M	Hold	4,705	–	–	0.8%	47
2022 Q2	$1.16M	Hold	4,705	–	–	0.79%	48
2022 Q1	$1.16M	Hold	4,705	–	–	0.68%	51
2021 Q4	$1.26M	Buy	4,705 +340	+8%	+$85.8K	0.7%	48
2021 Q3	$1.05M	Hold	4,365	–	–	0.87%	48
2021 Q2	$1.01M	Hold	4,365	–	–	0.82%	50
2021 Q1	$978K	Sell	4,365 -45	-1%	-$9.62K	0.87%	50
2020 Q4	$946K	Buy	+4,410	New	+$959K	0.87%	44

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Norges Bank Oslo, Norway $935B AUM

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

Sarah T. Connolly's MCD Position: Q4 2023 in Review

Sarah T. Connolly sold out of McDonald's (MCD) in Q4 2023, closing a stake of 3,780 shares — an estimated $996K sold.

Sarah T. Connolly first reported a position in MCD in Q4 2020 and held it in 12 quarters. The position peaked at $1.26M in Q4 2021. 3,186 funds tracked by Wall St. Rank hold MCD as of Q4 2023.

Sarah T. Connolly reported no remaining McDonald's position as of Q4 2023 after selling out during the quarter.
Sarah T. Connolly sold 3,780 McDonald's shares in Q4 2023, an estimated $996K.
Sarah T. Connolly first reported a position in McDonald's in Q4 2020 and held it in 12 quarters.
Sarah T. Connolly's McDonald's position peaked at $1.26M in Q4 2021.
3,186 funds tracked by Wall St. Rank held McDonald's as of Q4 2023.

Based on Sarah T. Connolly's 13F filing for Q4 2023, filed 9 Feb 2024.