Twin Focus Capital Partners’s McDonald's MCD Stock Holding History

Twin Focus Capital 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 Q3	–	Sell	-1,652	Closed	-$493K	–	199
2023 Q2	$493K	Sell	1,652 -333	-17%	-$96.7K	0.1%	113
2023 Q1	$555K	Hold	1,985	–	–	0.11%	99
2022 Q4	$523K	Buy	1,985 +13	+0.7%	+$3.43K	0.11%	98
2022 Q3	$455K	Sell	1,972 -1	-0.1%	-$256	0.11%	99
2022 Q2	$487K	Buy	1,973 +49	+3%	+$12.1K	0.11%	100
2022 Q1	$476K	Sell	1,924 -4	-0.2%	-$996	0.09%	113
2021 Q4	$517K	Buy	1,928 +627	+48%	+$158K	0.1%	108
2021 Q3	$314K	Buy	1,301 +133	+11%	+$31.7K	0.07%	131
2021 Q2	$270K	Buy	+1,168	New	+$272K	0.06%	148

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

Twin Focus Capital Partners's MCD Position: Q3 2023 in Review

Twin Focus Capital Partners sold out of McDonald's (MCD) in Q3 2023, closing a stake of 1,652 shares — an estimated $493K sold.

Twin Focus Capital Partners first reported a position in MCD in Q2 2021 and held it in 9 quarters. The position peaked at $555K in Q1 2023. 2,992 funds tracked by Wall St. Rank hold MCD as of Q3 2023.

Twin Focus Capital Partners reported no remaining McDonald's position as of Q3 2023 after selling out during the quarter.
Twin Focus Capital Partners sold 1,652 McDonald's shares in Q3 2023, an estimated $493K.
Twin Focus Capital Partners first reported a position in McDonald's in Q2 2021 and held it in 9 quarters.
Twin Focus Capital Partners's McDonald's position peaked at $555K in Q1 2023.
2,992 funds tracked by Wall St. Rank held McDonald's as of Q3 2023.

Based on Twin Focus Capital Partners's 13F filing for Q3 2023, filed 13 Nov 2023.