Sturgeon Ventures’s McDonald's MCD Stock Holding History

Sturgeon Ventures’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 Q3	$1.8M	Buy	6,817 +6,732	+7,920%	+$1.92M	2.36%	16
2023 Q2	$24.8K	Hold	85	–	–	0.03%	28
2023 Q1	$23.8K	Buy	+85	New	+$22.8K	0.04%	27

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Norges Bank Oslo, Norway $935B AUM

Sturgeon Ventures's MCD Position: Q3 2023 in Review

Sturgeon Ventures increased its McDonald's (MCD) stake by 7,920% in Q3 2023, buying an estimated $1.92M and bringing the position to 6,817 shares worth $1.8M. The position accounts for 2.36% of the portfolio, ranked #16.

Sturgeon Ventures first reported a position in MCD in Q1 2023 and has held it in 3 quarters since. 2,993 funds tracked by Wall St. Rank hold MCD as of Q3 2023.

Sturgeon Ventures held 6,817 shares of McDonald's worth $1.8M as of Q3 2023.
Sturgeon Ventures bought 6,732 McDonald's shares in Q3 2023, an estimated $1.92M.
McDonald's made up 2.36% of Sturgeon Ventures's portfolio in Q3 2023, its #16 holding.
Sturgeon Ventures first reported a position in McDonald's in Q1 2023 and has held it in 3 quarters since.
2,993 funds tracked by Wall St. Rank held McDonald's as of Q3 2023.

Based on Sturgeon Ventures's 13F filing for Q3 2023, filed 17 Oct 2023.