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Ahrens Investment Partners’s McDonald's MCD Stock Holding History

Ahrens Investment Partners’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
Q1 		$528K Buy
1,889
+8
+0.4% +$2.14K 0.26% 70
2022
Q4 		$496K Sell
1,881
-48
-2% -$12.7K 0.23% 83
2022
Q3 		$445K Sell
1,929
-381
-16% -$97.4K 0.23% 77
2022
Q2 		$570K Buy
2,310
+1
+0% +$246 0.25% 76
2022
Q1 		$571K Buy
2,309
+150
+7% +$37.4K 0.18% 92
2021
Q4 		$579K Sell
2,159
-99
-4% -$25K 0.26% 84
2021
Q3 		$545K Buy
2,258
+40
+2% +$9.55K 0.26% 98
2021
Q2 		$512K Hold
2,218
– – 0.24% 114
2021
Q1 		$497K Sell
2,218
-49
-2% -$10.5K 0.25% 108
2020
Q4 		$487K Buy
2,267
+56
+3% +$12.2K 0.26% 91
2020
Q3 		$485K Sell
2,211
-91
-4% -$18.7K 0.32% 72
2020
Q2 		$425K Sell
2,302
-2,658
-54% -$487K 0.26% 83
2020
Q1 		$820K Buy
4,960
+1,369
+38% +$270K 0.59% 42
2019
Q4 		$710K Buy
3,591
+1,968
+121% +$390K 0.3% 65
2019
Q3 		$348K Buy
1,623
+100
+7% +$21.4K 0.15% 97
2019
Q2 		$316K Hold
1,523
– – 0.14% 108
2019
Q1 		$289K Hold
1,523
– – 0.13% 111
2018
Q4 		$270K Hold
1,523
– – 0.13% 121
2018
Q3 		$255K Buy
1,523
+15
+1% +$2.4K 0.1% 134
2018
Q2 		$236K Sell
1,508
-35
-2% -$5.67K 0.1% 130
2018
Q1 		$241K Sell
1,543
-86
-5% -$14.1K 0.1% 118
2017
Q4 		$280K Hold
1,629
– – 0.11% 114
2017
Q3 		$255K Sell
1,629
-86
-5% -$13.5K 0.11% 117
2017
Q2 		$263K Sell
1,715
-7
-0.4% -$1.01K 0.11% 107
2017
Q1 		$223K Hold
1,722
– – 0.11% 115
2016
Q4 		$210K Buy
+1,722
New +$202K 0.11% 120

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Ahrens Investment Partners's MCD Position: Q1 2023 in Review

Ahrens Investment Partners increased its McDonald's (MCD) stake by 0.43% in Q1 2023, buying an estimated $2.14K and bringing the position to 1,889 shares worth $528K. The position accounts for 0.26% of the portfolio, ranked #70.

Ahrens Investment Partners first reported a position in MCD in Q4 2016 and has held it in 26 quarters since. The position peaked at $820K in Q1 2020. 2,944 funds tracked by Wall St. Rank hold MCD as of Q1 2023.

  • Ahrens Investment Partners held 1,889 shares of McDonald's worth $528K as of Q1 2023.
  • Ahrens Investment Partners bought 8 McDonald's shares in Q1 2023, an estimated $2.14K.
  • McDonald's made up 0.26% of Ahrens Investment Partners's portfolio in Q1 2023, its #70 holding.
  • Ahrens Investment Partners first reported a position in McDonald's in Q4 2016 and has held it in 26 quarters since.
  • Ahrens Investment Partners's McDonald's position peaked at $820K in Q1 2020.
  • 2,944 funds tracked by Wall St. Rank held McDonald's as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.