Toews Corporation’s McDonald's MCD Stock Holding History

Toews Corporation’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	-2,900	Closed	-$764K	–	76
2023 Q3	$764K	Buy	+2,900	New	+$827K	0.46%	70
2023 Q1	–	Sell	-2,900	Closed	-$764K	–	84
2022 Q4	$764K	Sell	2,900 -1,700	-37%	-$448K	0.38%	88
2022 Q3	$1.06M	Sell	4,600 -400	-8%	-$102K	0.78%	65
2022 Q2	$1.23M	Buy	5,000 +3,300	+194%	+$813K	0.82%	19
2022 Q1	$420K	Buy	+1,700	New	+$423K	0.07%	22
2021 Q4	–	Sell	-1,700	Closed	-$410K	–	80
2021 Q3	$410K	Buy	+1,700	New	+$406K	0.05%	52
2021 Q2	–	Sell	-4,200	Closed	-$941K	–	79
2021 Q1	$941K	Buy	+4,200	New	+$898K	0.08%	66
2020 Q2	–	Sell	-5,200	Closed	-$860K	–	72
2020 Q1	$860K	Buy	+5,200	New	+$1.02M	0.78%	44
2019 Q1	–	Sell	-5,200	Closed	-$923K	–	69
2018 Q4	$923K	Buy	+5,200	New	+$922K	0.4%	78
2018 Q3	–	Sell	-2,100	Closed	-$329K	–	67
2018 Q2	$329K	Sell	2,100 -3,300	-61%	-$535K	0.08%	96
2018 Q1	$844K	Buy	+5,400	New	+$888K	0.27%	77
2016 Q3	–	Sell	-4,100	Closed	-$493K	–	63
2016 Q2	$493K	Buy	+4,100	New	+$513K	0.21%	85

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

Toews Corporation's MCD Position: Q4 2023 in Review

Toews Corporation sold out of McDonald's (MCD) in Q4 2023, closing a stake of 2,900 shares — an estimated $764K sold.

Toews Corporation first reported a position in MCD in Q2 2016 and held it in 12 quarters. The position peaked at $1.23M in Q2 2022. 3,185 funds tracked by Wall St. Rank hold MCD as of Q4 2023.

Toews Corporation reported no remaining McDonald's position as of Q4 2023 after selling out during the quarter.
Toews Corporation sold 2,900 McDonald's shares in Q4 2023, an estimated $764K.
Toews Corporation first reported a position in McDonald's in Q2 2016 and held it in 12 quarters.
Toews Corporation's McDonald's position peaked at $1.23M in Q2 2022.
3,185 funds tracked by Wall St. Rank held McDonald's as of Q4 2023.

Based on Toews Corporation's 13F filing for Q4 2023, filed 17 Jan 2024.