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AFS Financial Group’s McDonald's MCD Stock Holding History

AFS Financial Group’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
-1,655
Closed -$436K – 87
2023
Q3 		$436K Buy
1,655
+210
+15% +$59.9K 0.3% 58
2023
Q2 		$431K Hold
1,445
– – 0.28% 61
2023
Q1 		$404K Sell
1,445
-36
-2% -$9.64K 0.27% 61
2022
Q4 		$390K Buy
+1,481
New +$391K 0.28% 61

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AFS Financial Group's MCD Position: Q4 2023 in Review

AFS Financial Group sold out of McDonald's (MCD) in Q4 2023, closing a stake of 1,655 shares — an estimated $436K sold.

AFS Financial Group first reported a position in MCD in Q4 2022 and held it in 4 quarters. The position peaked at $436K in Q3 2023. 3,185 funds tracked by Wall St. Rank hold MCD as of Q4 2023.

  • AFS Financial Group reported no remaining McDonald's position as of Q4 2023 after selling out during the quarter.
  • AFS Financial Group sold 1,655 McDonald's shares in Q4 2023, an estimated $436K.
  • AFS Financial Group first reported a position in McDonald's in Q4 2022 and held it in 4 quarters.
  • AFS Financial Group's McDonald's position peaked at $436K in Q3 2023.
  • 3,185 funds tracked by Wall St. Rank held McDonald's as of Q4 2023.

Based on AFS Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.