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American Portfolios Advisors’s McDonald's MCD Stock Holding History

American Portfolios Advisors’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
Q3 		$6.09M Buy
26,378
+5,639
+27% +$1.44M 0.26% 72
2022
Q2 		$5.12M Sell
20,739
-171
-0.8% -$42.1K 0.21% 95
2022
Q1 		$5.17M Sell
20,910
-1,715
-8% -$427K 0.18% 105
2021
Q4 		$6.07M Buy
22,625
+5,505
+32% +$1.39M 0.2% 94
2021
Q3 		$4.13M Buy
17,120
+274
+2% +$65.4K 0.15% 125
2021
Q2 		$3.89M Buy
16,846
+1,413
+9% +$329K 0.15% 129
2021
Q1 		$3.46M Buy
15,433
+222
+1% +$47.5K 0.15% 130
2020
Q4 		$3.26M Buy
15,211
+225
+2% +$48.9K 0.17% 118
2020
Q3 		$3.29M Buy
14,986
+707
+5% +$145K 0.19% 109
2020
Q2 		$2.63M Buy
14,279
+733
+5% +$134K 0.17% 128
2020
Q1 		$2.24M Buy
13,546
+1,016
+8% +$200K 0.19% 122
2019
Q4 		$2.48M Sell
12,530
-2,419
-16% -$480K 0.18% 125
2019
Q3 		$3.21M Buy
14,949
+5,231
+54% +$1.12M 0.26% 83
2019
Q2 		$2.02M Buy
9,718
+1,234
+15% +$244K 0.17% 138
2019
Q1 		$1.61M Buy
8,484
+1,213
+17% +$220K 0.15% 139
2018
Q4 		$1.29M Buy
7,271
+1,720
+31% +$305K 0.16% 135
2018
Q3 		$929K Buy
5,551
+977
+21% +$157K 0.11% 193
2018
Q2 		$717K Buy
4,574
+828
+22% +$134K 0.1% 209
2018
Q1 		$586K Sell
3,746
-2,496
-40% -$411K 0.09% 226
2017
Q4 		$1.07M Buy
+6,242
New +$1.05M 0.17% 133

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

American Portfolios Advisors's MCD Position: Q3 2022 in Review

American Portfolios Advisors increased its McDonald's (MCD) stake by 27% in Q3 2022, buying an estimated $1.44M and bringing the position to 26,378 shares worth $6.09M. The position accounts for 0.26% of the portfolio, ranked #72.

American Portfolios Advisors first reported a position in MCD in Q4 2017 and has held it in 20 quarters since. 2,695 funds tracked by Wall St. Rank hold MCD as of Q3 2022.

  • American Portfolios Advisors held 26,378 shares of McDonald's worth $6.09M as of Q3 2022.
  • American Portfolios Advisors bought 5,639 McDonald's shares in Q3 2022, an estimated $1.44M.
  • McDonald's made up 0.26% of American Portfolios Advisors's portfolio in Q3 2022, its #72 holding.
  • American Portfolios Advisors first reported a position in McDonald's in Q4 2017 and has held it in 20 quarters since.
  • 2,695 funds tracked by Wall St. Rank held McDonald's as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.