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Stillwater Investment Management (Minnesota)’s McDonald's MCD Stock Holding History

Stillwater Investment Management (Minnesota)’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 		$5.28M Sell
18,899
-65
-0.3% -$17.4K 1.42% 13
2022
Q4 		$5M Sell
18,964
-80
-0.4% -$21.1K 1.41% 15
2022
Q3 		$4.39M Buy
19,044
+82
+0.4% +$21K 1.36% 14
2022
Q2 		$4.68M Buy
18,962
+109
+0.6% +$26.8K 1.39% 13
2022
Q1 		$4.66M Buy
18,853
+87
+0.5% +$21.7K 1.17% 19
2021
Q4 		$5.03M Buy
18,766
+43
+0.2% +$10.9K 1.24% 16
2021
Q3 		$4.51M Buy
18,723
+24
+0.1% +$5.73K 1.2% 19
2021
Q2 		$4.32M Sell
18,699
-110
-0.6% -$25.6K 1.15% 20
2021
Q1 		$4.22M Buy
18,809
+96
+0.5% +$20.5K 1.21% 19
2020
Q4 		$4.02M Sell
18,713
-236
-1% -$51.3K 1.24% 17
2020
Q3 		$4.16M Buy
18,949
+105
+0.6% +$21.6K 1.5% 14
2020
Q2 		$3.48M Buy
18,844
+401
+2% +$73.5K 1.37% 15
2020
Q1 		$3.05M Buy
18,443
+163
+0.9% +$32.1K 1.45% 16
2019
Q4 		$3.61M Buy
18,280
+114
+0.6% +$22.6K 1.37% 14
2019
Q3 		$3.9M Buy
18,166
+54
+0.3% +$11.6K 1.62% 12
2019
Q2 		$3.76M Sell
18,112
-855
-5% -$169K 1.58% 14
2019
Q1 		$3.6M Buy
18,967
+119
+0.6% +$21.6K 1.47% 15
2018
Q4 		$3.35M Buy
18,848
+87
+0.5% +$15.4K 1.56% 14
2018
Q3 		$3.14M Sell
18,761
-18
-0.1% -$2.88K 1.27% 18
2018
Q2 		$2.94M Sell
18,779
-216
-1% -$35K 1.27% 19
2018
Q1 		$2.97M Buy
18,995
+28
+0.1% +$4.61K 1.3% 19
2017
Q4 		$3.27M Sell
18,967
-47
-0.2% -$7.89K 1.98% 14
2017
Q3 		$2.98M Buy
19,014
+13
+0.1% +$2.04K 1.36% 17
2017
Q2 		$2.91M Sell
19,001
-119
-0.6% -$17.2K 1.38% 14
2017
Q1 		$2.48M Buy
19,120
+484
+3% +$60.7K 1.19% 19
2016
Q4 		$2.27M Sell
18,636
-626
-3% -$73.4K 1.17% 22
2016
Q3 		$2.22M Buy
19,262
+83
+0.4% +$9.84K 1.2% 23
2016
Q2 		$2.31M Buy
19,179
+88
+0.5% +$11K 1.32% 18
2016
Q1 		$2.4M Buy
19,091
+228
+1% +$27.2K 1.42% 15
2015
Q4 		$2.23M Buy
18,863
+713
+4% +$79.7K 1.39% 18
2015
Q3 		$1.79M Buy
18,150
+156
+0.9% +$15.2K 1.2% 26
2015
Q2 		$1.71M Buy
17,994
+235
+1% +$22.7K 1.08% 30
2015
Q1 		$1.73M Buy
17,759
+786
+5% +$74.6K 1.11% 30
2014
Q4 		$1.59M Sell
16,973
-63
-0.4% -$5.9K 1.07% 31
2014
Q3 		$1.61M Buy
17,036
+67
+0.4% +$6.39K 1.14% 30
2014
Q2 		$1.71M Sell
16,969
-13
-0.1% -$1.31K 1.23% 26
2014
Q1 		$1.67M Sell
16,982
-64
-0.4% -$6.12K 1.27% 25
2013
Q4 		$1.65M Buy
+17,046
New +$1.64M 1.26% 25

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Stillwater Investment Management (Minnesota)'s MCD Position: Q1 2023 in Review

Stillwater Investment Management (Minnesota) reduced its McDonald's (MCD) stake by 0.34% in Q1 2023, selling an estimated $17.4K and leaving 18,899 shares worth $5.28M. The position accounts for 1.42% of the portfolio, ranked #13.

Stillwater Investment Management (Minnesota) first reported a position in MCD in Q4 2013 and has held it in 38 quarters since. 2,945 funds tracked by Wall St. Rank hold MCD as of Q1 2023.

  • Stillwater Investment Management (Minnesota) held 18,899 shares of McDonald's worth $5.28M as of Q1 2023.
  • Stillwater Investment Management (Minnesota) sold 65 McDonald's shares in Q1 2023, an estimated $17.4K.
  • McDonald's made up 1.42% of Stillwater Investment Management (Minnesota)'s portfolio in Q1 2023, its #13 holding.
  • Stillwater Investment Management (Minnesota) first reported a position in McDonald's in Q4 2013 and has held it in 38 quarters since.
  • 2,945 funds tracked by Wall St. Rank held McDonald's as of Q1 2023.

Based on Stillwater Investment Management (Minnesota)'s 13F filing for Q1 2023, filed 5 Apr 2023.