Wafra Inc’s McDonald's MCD Stock Holding History

Wafra Inc’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 Q2	–	Sell	-56,617	Closed	-$16M	–	30
2024 Q1	$16M	Hold	56,617	–	–	0.84%	38
2023 Q4	$16.8M	Buy	+56,617	New	+$15.4M	0.99%	36
2018 Q2	–	Sell	-5,147	Closed	-$805K	–	94
2018 Q1	$805K	Hold	5,147	–	–	0.04%	78
2017 Q4	$886K	Buy	+5,147	New	+$864K	0.04%	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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wafra Inc's MCD Position: Q2 2024 in Review

Wafra Inc sold out of McDonald's (MCD) in Q2 2024, closing a stake of 56,617 shares — an estimated $16M sold.

Wafra Inc first reported a position in MCD in Q4 2017 and held it in 4 quarters. The position peaked at $16.8M in Q4 2023. 3,078 funds tracked by Wall St. Rank hold MCD as of Q2 2024.

Wafra Inc reported no remaining McDonald's position as of Q2 2024 after selling out during the quarter.
Wafra Inc sold 56,617 McDonald's shares in Q2 2024, an estimated $16M.
Wafra Inc first reported a position in McDonald's in Q4 2017 and held it in 4 quarters.
Wafra Inc's McDonald's position peaked at $16.8M in Q4 2023.
3,078 funds tracked by Wall St. Rank held McDonald's as of Q2 2024.

Based on Wafra Inc's 13F filing for Q2 2024, filed 5 Aug 2024.