Warther Private Wealth’s McDonald's MCD Stock Holding History

Warther Private Wealth’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 Q4	–	Sell	-1,756	Closed	-$463K	–	55
2023 Q3	$463K	Sell	1,756 -9	-0.5%	-$2.57K	0.31%	46
2023 Q2	$527K	Sell	1,765 -238	-12%	-$69.1K	0.36%	47
2023 Q1	$560K	Sell	2,003 -871	-30%	-$233K	0.43%	45
2022 Q4	$757K	Sell	2,874 -259	-8%	-$68.3K	0.57%	46
2022 Q3	$723K	Sell	3,133 -464	-13%	-$119K	0.57%	45
2022 Q2	$910K	Sell	3,597 -165	-4%	-$40.6K	0.67%	49
2022 Q1	$938K	Sell	3,762 -105	-3%	-$26.2K	0.61%	45
2021 Q4	$1.04M	Buy	3,867 +8	+0.2%	+$2.02K	0.77%	34
2021 Q3	$938K	Buy	3,859 +8	+0.2%	+$1.91K	0.84%	33
2021 Q2	$895K	Buy	+3,851	New	+$896K	0.87%	35

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Norges Bank Oslo, Norway $935B AUM

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

Warther Private Wealth's MCD Position: Q4 2023 in Review

Warther Private Wealth sold out of McDonald's (MCD) in Q4 2023, closing a stake of 1,756 shares — an estimated $463K sold.

Warther Private Wealth first reported a position in MCD in Q2 2021 and held it in 10 quarters. The position peaked at $1.04M in Q4 2021. 3,185 funds tracked by Wall St. Rank hold MCD as of Q4 2023.

Warther Private Wealth reported no remaining McDonald's position as of Q4 2023 after selling out during the quarter.
Warther Private Wealth sold 1,756 McDonald's shares in Q4 2023, an estimated $463K.
Warther Private Wealth first reported a position in McDonald's in Q2 2021 and held it in 10 quarters.
Warther Private Wealth's McDonald's position peaked at $1.04M in Q4 2021.
3,185 funds tracked by Wall St. Rank held McDonald's as of Q4 2023.

Based on Warther Private Wealth's 13F filing for Q4 2023, filed 7 Feb 2024.