Symmetry Investments’s McDonald's MCD Stock Holding History

Symmetry Investments’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	–	Sell	-1,916	Closed	-$505K	–	224
2023 Q3	$505K	Buy	1,916 +215	+13%	+$61.3K	0.1%	119
2023 Q2	$508K	Buy	1,701 +501	+42%	+$146K	0.08%	115
2023 Q1	$336K	Buy	+1,200	New	+$321K	0.08%	106

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Symmetry Investments's MCD Position: Q4 2023 in Review

Symmetry Investments sold out of McDonald's (MCD) in Q4 2023, closing a stake of 1,916 shares — an estimated $505K sold.

Symmetry Investments first reported a position in MCD in Q1 2023 and held it in 3 quarters. The position peaked at $508K in Q2 2023. 3,186 funds tracked by Wall St. Rank hold MCD as of Q4 2023.

Symmetry Investments reported no remaining McDonald's position as of Q4 2023 after selling out during the quarter.
Symmetry Investments sold 1,916 McDonald's shares in Q4 2023, an estimated $505K.
Symmetry Investments first reported a position in McDonald's in Q1 2023 and held it in 3 quarters.
Symmetry Investments's McDonald's position peaked at $508K in Q2 2023.
3,186 funds tracked by Wall St. Rank held McDonald's as of Q4 2023.

Based on Symmetry Investments's 13F filing for Q4 2023, filed 14 Feb 2024.