Vista Investment Management’s McDonald's MCD Stock Holding History

Vista Investment Management’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 Q2	–	Sell	-851	Closed	-$238K	–	165
2023 Q1	$238K	Sell	851 -4	-0.5%	-$1.07K	0.13%	149
2022 Q4	$225K	Sell	855 -26	-3%	-$6.86K	0.13%	144
2022 Q3	$203K	Sell	881 -3	-0.3%	-$767	0.13%	151
2022 Q2	$218K	Sell	884 -24	-3%	-$5.91K	0.13%	152
2022 Q1	$225K	Sell	908 -40	-4%	-$9.96K	0.12%	152
2021 Q4	$254K	Buy	+948	New	+$239K	0.14%	142

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Vista Investment Management's MCD Position: Q2 2023 in Review

Vista Investment Management sold out of McDonald's (MCD) in Q2 2023, closing a stake of 851 shares — an estimated $238K sold.

Vista Investment Management first reported a position in MCD in Q4 2021 and held it in 6 quarters. The position peaked at $254K in Q4 2021. 3,002 funds tracked by Wall St. Rank hold MCD as of Q2 2023.

Vista Investment Management reported no remaining McDonald's position as of Q2 2023 after selling out during the quarter.
Vista Investment Management sold 851 McDonald's shares in Q2 2023, an estimated $238K.
Vista Investment Management first reported a position in McDonald's in Q4 2021 and held it in 6 quarters.
Vista Investment Management's McDonald's position peaked at $254K in Q4 2021.
3,002 funds tracked by Wall St. Rank held McDonald's as of Q2 2023.

Based on Vista Investment Management's 13F filing for Q2 2023, filed 15 Aug 2023.