Stonnington Group’s McDonald's MCD Stock Holding History

Stonnington Group’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	$761K	Sell	2,633 -100	-4%	-$26.8K	0.2%	112
2022 Q4	$735K	Sell	2,733 -155	-5%	-$40.9K	0.2%	107
2022 Q3	$724K	Buy	2,888 +150	+5%	+$38.3K	0.2%	104
2022 Q2	$692K	Sell	2,738 -549	-17%	-$135K	0.18%	113
2022 Q1	$823K	Buy	3,287 +150	+5%	+$37.4K	0.2%	106
2021 Q4	$822K	Buy	3,137 +555	+21%	+$140K	0.18%	124
2021 Q3	$639K	Buy	2,582 +51	+2%	+$12.2K	0.14%	145
2021 Q2	$589K	Buy	2,531 +104	+4%	+$24.2K	0.13%	157
2021 Q1	$553K	Buy	+2,427	New	+$519K	0.13%	155

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

Stonnington Group's MCD Position: Q1 2023 in Review

Stonnington Group reduced its McDonald's (MCD) stake by 3.7% in Q1 2023, selling an estimated $26.8K and leaving 2,633 shares worth $761K. The position accounts for 0.2% of the portfolio, ranked #112.

Stonnington Group first reported a position in MCD in Q1 2021 and has held it in 9 quarters since. The position peaked at $823K in Q1 2022. 2,944 funds tracked by Wall St. Rank hold MCD as of Q1 2023.

Stonnington Group held 2,633 shares of McDonald's worth $761K as of Q1 2023.
Stonnington Group sold 100 McDonald's shares in Q1 2023, an estimated $26.8K.
McDonald's made up 0.2% of Stonnington Group's portfolio in Q1 2023, its #112 holding.
Stonnington Group first reported a position in McDonald's in Q1 2021 and has held it in 9 quarters since.
Stonnington Group's McDonald's position peaked at $823K in Q1 2022.
2,944 funds tracked by Wall St. Rank held McDonald's as of Q1 2023.

Based on Stonnington Group's 13F filing for Q1 2023, filed 14 Apr 2023.