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Aevitas Wealth Management’s McDonald's MCD Stock Holding History

Aevitas Wealth 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
2022
Q4 		$2.09M Buy
7,915
+232
+3% +$61.2K 1.23% 22
2022
Q3 		$1.77M Sell
7,683
-55
-0.7% -$14.1K 1.33% 20
2022
Q2 		$1.91M Buy
7,738
+12
+0.2% +$2.96K 1.29% 23
2022
Q1 		$1.91M Sell
7,726
-113
-1% -$28.1K 1.17% 22
2021
Q4 		$2.1M Buy
7,839
+10
+0.1% +$2.52K 1.25% 20
2021
Q3 		$1.89M Buy
7,829
+161
+2% +$38.4K 1.2% 21
2021
Q2 		$1.77M Buy
7,668
+110
+1% +$25.6K 1.13% 23
2021
Q1 		$1.69M Buy
7,558
+137
+2% +$29.3K 1.18% 24
2020
Q4 		$1.59M Buy
7,421
+11
+0.1% +$2.39K 1.17% 26
2020
Q3 		$1.63M Buy
7,410
+60
+0.8% +$12.3K 1.34% 20
2020
Q2 		$1.36M Buy
7,350
+340
+5% +$62.3K 1.25% 22
2020
Q1 		$1.16M Sell
7,010
-2,496
-26% -$492K 1.3% 20
2019
Q4 		$1.88M Buy
9,506
+473
+5% +$93.8K 1.77% 13
2019
Q3 		$1.94M Sell
9,033
-291
-3% -$62.4K 1.94% 11
2019
Q2 		$1.94M Buy
9,324
+10
+0.1% +$1.98K 1.95% 11
2019
Q1 		$1.77M Buy
9,314
+9
+0.1% +$1.63K 1.57% 13
2018
Q4 		$1.65M Sell
9,305
-40
-0.4% -$7.09K 1.69% 12
2018
Q3 		$1.56M Buy
9,345
+58
+0.6% +$9.29K 1.42% 16
2018
Q2 		$1.46M Sell
9,287
-695
-7% -$113K 1.42% 16
2018
Q1 		$1.56M Buy
9,982
+13
+0.1% +$2.14K 1.56% 13
2017
Q4 		$1.72M Buy
+9,969
New +$1.67M 1.63% 15

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aevitas Wealth Management's MCD Position: Q4 2022 in Review

Aevitas Wealth Management increased its McDonald's (MCD) stake by 3% in Q4 2022, buying an estimated $61.2K and bringing the position to 7,915 shares worth $2.09M. The position accounts for 1.23% of the portfolio, ranked #22.

Aevitas Wealth Management first reported a position in MCD in Q4 2017 and has held it in 21 quarters since. The position peaked at $2.1M in Q4 2021. 2,920 funds tracked by Wall St. Rank hold MCD as of Q4 2022.

  • Aevitas Wealth Management held 7,915 shares of McDonald's worth $2.09M as of Q4 2022.
  • Aevitas Wealth Management bought 232 McDonald's shares in Q4 2022, an estimated $61.2K.
  • McDonald's made up 1.23% of Aevitas Wealth Management's portfolio in Q4 2022, its #22 holding.
  • Aevitas Wealth Management first reported a position in McDonald's in Q4 2017 and has held it in 21 quarters since.
  • Aevitas Wealth Management's McDonald's position peaked at $2.1M in Q4 2021.
  • 2,920 funds tracked by Wall St. Rank held McDonald's as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.