Amplius Wealth Advisors’s McDonald's MCD Stock Holding History

Amplius Wealth 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 Q1	–	Sell	-965	Closed	-$258K	–	600
2021 Q4	$258K	Buy	+965	New	+$244K	0.04%	168

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Amplius Wealth Advisors's MCD Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of McDonald's (MCD) in Q1 2022, closing a stake of 965 shares — an estimated $258K sold.

Amplius Wealth Advisors first reported a position in MCD in Q4 2021 and held it in 1 quarter. The position peaked at $258K in Q4 2021. 2,734 funds tracked by Wall St. Rank hold MCD as of Q1 2022.

Amplius Wealth Advisors reported no remaining McDonald's position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 965 McDonald's shares in Q1 2022, an estimated $258K.
Amplius Wealth Advisors first reported a position in McDonald's in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's McDonald's position peaked at $258K in Q4 2021.
2,734 funds tracked by Wall St. Rank held McDonald's as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.