Spouting Rock Asset Management’s McDonald's MCD Stock Holding History

Spouting Rock Asset Management’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	$602K	Hold	2,030	–	–	0.22%	77
2023 Q3	$535K	Sell	2,030 -25	-1%	-$7.13K	0.17%	84
2023 Q2	$613K	Buy	2,055 +25	+1%	+$7.26K	0.22%	85
2023 Q1	$568K	Buy	+2,030	New	+$544K	0.2%	91
2021 Q3	–	Sell	-2,565	Closed	-$592K	–	160
2021 Q2	$592K	Buy	+2,565	New	+$597K	0.18%	137
2021 Q1	–	Sell	-5,170	Closed	-$1.11M	–	224
2020 Q4	$1.11M	Buy	+5,170	New	+$1.12M	0.35%	99

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

Spouting Rock Asset Management's MCD Position: Q4 2023 in Review

Spouting Rock Asset Management held its McDonald's (MCD) position steady in Q4 2023 at 2,030 shares worth $602K. The position accounts for 0.22% of the portfolio, ranked #77.

Spouting Rock Asset Management first reported a position in MCD in Q4 2020 and has held it in 6 quarters since. The position peaked at $1.11M in Q4 2020. 3,185 funds tracked by Wall St. Rank hold MCD as of Q4 2023.

Spouting Rock Asset Management held 2,030 shares of McDonald's worth $602K as of Q4 2023.
Spouting Rock Asset Management left its McDonald's share count unchanged in Q4 2023.
McDonald's made up 0.22% of Spouting Rock Asset Management's portfolio in Q4 2023, its #77 holding.
Spouting Rock Asset Management first reported a position in McDonald's in Q4 2020 and has held it in 6 quarters since.
Spouting Rock Asset Management's McDonald's position peaked at $1.11M in Q4 2020.
3,185 funds tracked by Wall St. Rank held McDonald's as of Q4 2023.

Based on Spouting Rock Asset Management's 13F filing for Q4 2023, filed 16 Feb 2024.