Torray Investment Partners’s McDonald's MCD Stock Holding History

Torray Investment Partners’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	–	Sell	-8,813	Closed	-$2.32M	–	103
2022 Q4	$2.32M	Buy	8,813 +71	+0.8%	+$18.7K	0.42%	64
2022 Q3	$2.02M	Buy	8,742 +31	+0.4%	+$7.92K	0.4%	62
2022 Q2	$2.15M	Buy	8,711 +88	+1%	+$21.7K	0.41%	66
2022 Q1	$2.13M	Buy	8,623 +588	+7%	+$146K	0.34%	67
2021 Q4	$2.15M	Buy	8,035 +665	+9%	+$168K	0.32%	68
2021 Q3	$1.78M	Buy	7,370 +124	+2%	+$29.6K	0.27%	78
2021 Q2	$1.67M	Sell	7,246 -1,523	-17%	-$354K	0.25%	86
2021 Q1	$1.97M	Buy	8,769 +138	+2%	+$29.5K	0.31%	68
2020 Q4	$1.85M	Sell	8,631 -536	-6%	-$117K	0.31%	69
2020 Q3	$2.01M	Buy	9,167 +56	+0.6%	+$11.5K	0.37%	53
2020 Q2	$1.68M	Buy	9,111 +331	+4%	+$60.7K	0.32%	63
2020 Q1	$1.45M	Buy	+8,780	New	+$1.73M	0.32%	66

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

Torray Investment Partners's MCD Position: Q1 2023 in Review

Torray Investment Partners sold out of McDonald's (MCD) in Q1 2023, closing a stake of 8,813 shares — an estimated $2.32M sold.

Torray Investment Partners first reported a position in MCD in Q1 2020 and held it in 12 quarters. The position peaked at $2.32M in Q4 2022. 2,944 funds tracked by Wall St. Rank hold MCD as of Q1 2023.

Torray Investment Partners reported no remaining McDonald's position as of Q1 2023 after selling out during the quarter.
Torray Investment Partners sold 8,813 McDonald's shares in Q1 2023, an estimated $2.32M.
Torray Investment Partners first reported a position in McDonald's in Q1 2020 and held it in 12 quarters.
Torray Investment Partners's McDonald's position peaked at $2.32M in Q4 2022.
2,944 funds tracked by Wall St. Rank held McDonald's as of Q1 2023.

Based on Torray Investment Partners's 13F filing for Q1 2023, filed 2 May 2023.