Virtus Investment Advisers’s McDonald's MCD Stock Holding History

Virtus Investment Advisers’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
2024 Q1	–	Sell	-441	Closed	-$131K	–	369
2023 Q4	$131K	Hold	441	–	–	0.1%	225
2023 Q3	$116K	Sell	441 -51	-10%	-$14.5K	0.08%	215
2023 Q2	$147K	Hold	492	–	–	0.1%	215
2023 Q1	$138K	Hold	492	–	–	0.1%	226
2022 Q4	$130K	Hold	492	–	–	0.09%	251
2022 Q3	$114K	Buy	+492	New	+$126K	0.05%	275
2018 Q1	–	Sell	-42,614	Closed	-$7.33M	–	275
2017 Q4	$7.33M	Sell	42,614 -4,628	-10%	-$777K	0.8%	29
2017 Q3	$7.4M	Sell	47,242 -3,760	-7%	-$589K	0.78%	30
2017 Q2	$7.81M	Sell	51,002 -11,452	-18%	-$1.66M	0.76%	31
2017 Q1	$8.1M	Sell	62,454 -11,369	-15%	-$1.43M	0.72%	32
2016 Q4	$8.99M	Sell	73,823 -4,475	-6%	-$525K	0.69%	32
2016 Q3	$9.03M	Buy	+78,298	New	+$9.28M	0.58%	40

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

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

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

Virtus Investment Advisers's MCD Position: Q1 2024 in Review

Virtus Investment Advisers sold out of McDonald's (MCD) in Q1 2024, closing a stake of 441 shares — an estimated $131K sold.

Virtus Investment Advisers first reported a position in MCD in Q3 2016 and held it in 12 quarters. The position peaked at $9.03M in Q3 2016. 3,165 funds tracked by Wall St. Rank hold MCD as of Q1 2024.

Virtus Investment Advisers reported no remaining McDonald's position as of Q1 2024 after selling out during the quarter.
Virtus Investment Advisers sold 441 McDonald's shares in Q1 2024, an estimated $131K.
Virtus Investment Advisers first reported a position in McDonald's in Q3 2016 and held it in 12 quarters.
Virtus Investment Advisers's McDonald's position peaked at $9.03M in Q3 2016.
3,165 funds tracked by Wall St. Rank held McDonald's as of Q1 2024.

Based on Virtus Investment Advisers's 13F filing for Q1 2024, filed 16 May 2024.