Alan B. Lancz & Associates’s McDonald's MCD Stock Holding History

Alan B. Lancz & Associates’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 Q2	–	Sell	-1,967	Closed	-$550K	–	160
2023 Q1	$550K	Buy	1,967 +11	+0.6%	+$2.95K	0.57%	45
2022 Q4	$526K	Buy	1,956 +10	+0.5%	+$2.64K	0.53%	51
2022 Q3	$449K	Buy	1,946 +9	+0.5%	+$2.3K	0.53%	50
2022 Q2	$510K	Sell	1,937 -4	-0.2%	-$985	0.5%	51
2022 Q1	$480K	Buy	1,941 +10	+0.5%	+$2.49K	0.42%	71
2021 Q4	$518K	Buy	+1,931	New	+$488K	0.45%	64

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Norges Bank Oslo, Norway $935B AUM

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

Alan B. Lancz & Associates's MCD Position: Q2 2023 in Review

Alan B. Lancz & Associates sold out of McDonald's (MCD) in Q2 2023, closing a stake of 1,967 shares — an estimated $550K sold.

Alan B. Lancz & Associates first reported a position in MCD in Q4 2021 and held it in 6 quarters. The position peaked at $550K in Q1 2023. 3,002 funds tracked by Wall St. Rank hold MCD as of Q2 2023.

Alan B. Lancz & Associates reported no remaining McDonald's position as of Q2 2023 after selling out during the quarter.
Alan B. Lancz & Associates sold 1,967 McDonald's shares in Q2 2023, an estimated $550K.
Alan B. Lancz & Associates first reported a position in McDonald's in Q4 2021 and held it in 6 quarters.
Alan B. Lancz & Associates's McDonald's position peaked at $550K in Q1 2023.
3,002 funds tracked by Wall St. Rank held McDonald's as of Q2 2023.

Based on Alan B. Lancz & Associates's 13F filing for Q2 2023, filed 9 Aug 2023.