Sierra Capital’s McDonald's MCD Stock Holding History

Sierra Capital’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	-1,031	Closed	-$272K	–	401
2022 Q4	$272K	Buy	1,031 +110	+12%	+$29K	0.05%	160
2022 Q3	$213K	Sell	921 -597	-39%	-$153K	0.04%	169
2022 Q2	$375K	Sell	1,518 -10	-0.7%	-$2.46K	0.07%	145
2022 Q1	$378K	Buy	1,528 +231	+18%	+$57.5K	0.06%	154
2021 Q4	$348K	Buy	1,297 +725	+127%	+$183K	0.05%	166
2021 Q3	$138K	Hold	572	–	–	0.02%	237
2021 Q2	$132K	Hold	572	–	–	0.02%	222
2021 Q1	$128K	Buy	+572	New	+$122K	0.02%	225

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Norges Bank Oslo, Norway $935B AUM

Sierra Capital's MCD Position: Q1 2023 in Review

Sierra Capital sold out of McDonald's (MCD) in Q1 2023, closing a stake of 1,031 shares — an estimated $272K sold.

Sierra Capital first reported a position in MCD in Q1 2021 and held it in 8 quarters. The position peaked at $378K in Q1 2022. 2,944 funds tracked by Wall St. Rank hold MCD as of Q1 2023.

Sierra Capital reported no remaining McDonald's position as of Q1 2023 after selling out during the quarter.
Sierra Capital sold 1,031 McDonald's shares in Q1 2023, an estimated $272K.
Sierra Capital first reported a position in McDonald's in Q1 2021 and held it in 8 quarters.
Sierra Capital's McDonald's position peaked at $378K in Q1 2022.
2,944 funds tracked by Wall St. Rank held McDonald's as of Q1 2023.

Based on Sierra Capital's 13F filing for Q1 2023, filed 1 May 2023.