Advisor Partners II’s McDonald's MCD Stock Holding History

Advisor Partners II’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	$10.2M	Buy	38,740 +1,008	+3%	+$287K	0.41%	34
2023 Q2	$11.3M	Sell	37,732 -556	-1%	-$162K	0.53%	30
2023 Q1	$10.7M	Buy	38,288 +692	+2%	+$185K	0.59%	27
2022 Q4	$9.91M	Buy	37,596 +1,895	+5%	+$500K	0.62%	28
2022 Q3	$8.24M	Buy	+35,701	New	+$9.12M	0.62%	27

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

Advisor Partners II's MCD Position: Q3 2023 in Review

Advisor Partners II increased its McDonald's (MCD) stake by 2.7% in Q3 2023, buying an estimated $287K and bringing the position to 38,740 shares worth $10.2M. The position accounts for 0.41% of the portfolio, ranked #34.

Advisor Partners II first reported a position in MCD in Q3 2022 and has held it in 5 quarters since. The position peaked at $11.3M in Q2 2023. 2,992 funds tracked by Wall St. Rank hold MCD as of Q3 2023.

Advisor Partners II held 38,740 shares of McDonald's worth $10.2M as of Q3 2023.
Advisor Partners II bought 1,008 McDonald's shares in Q3 2023, an estimated $287K.
McDonald's made up 0.41% of Advisor Partners II's portfolio in Q3 2023, its #34 holding.
Advisor Partners II first reported a position in McDonald's in Q3 2022 and has held it in 5 quarters since.
Advisor Partners II's McDonald's position peaked at $11.3M in Q2 2023.
2,992 funds tracked by Wall St. Rank held McDonald's as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.