AFM
MCD icon

Andesa Financial Management’s McDonald's MCD Stock Holding History

Andesa Financial Management’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 		– Sell
-3,537
Closed -$932K – 135
2022
Q4 		$932K Sell
3,537
-194
-5% -$51.2K 0.51% 60
2022
Q3 		$860K Buy
3,731
+728
+24% +$186K 0.3% 72
2022
Q2 		$741K Buy
3,003
+288
+11% +$70.9K 0.47% 58
2022
Q1 		$670K Sell
2,715
-548
-17% -$137K 0.36% 66
2021
Q4 		$875K Buy
3,263
+119
+4% +$30K 0.43% 59
2021
Q3 		$761K Buy
3,144
+92
+3% +$22K 0.41% 65
2021
Q2 		$703K Sell
3,052
-434
-12% -$101K 0.21% 77
2021
Q1 		$781K Buy
3,486
+161
+5% +$34.4K 0.25% 73
2020
Q4 		$714K Sell
3,325
-87
-3% -$18.9K 0.47% 59
2020
Q3 		$749K Buy
3,412
+366
+12% +$75.1K 0.31% 65
2020
Q2 		$561K Buy
3,046
+564
+23% +$103K 0.5% 55
2020
Q1 		$408K Sell
2,482
-182
-7% -$35.9K 0.46% 55
2019
Q4 		$530K Sell
2,664
-110
-4% -$21.8K 0.46% 53
2019
Q3 		$596K Buy
2,774
+155
+6% +$33.2K 0.58% 42
2019
Q2 		$545K Sell
2,619
-2,383
-48% -$472K 0.52% 49
2019
Q1 		$944K Buy
5,002
+2,408
+93% +$437K 0.47% 49
2018
Q4 		$460K Buy
+2,594
New +$460K 0.55% 48

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

Andesa Financial Management's MCD Position: Q1 2023 in Review

Andesa Financial Management sold out of McDonald's (MCD) in Q1 2023, closing a stake of 3,537 shares — an estimated $932K sold.

Andesa Financial Management first reported a position in MCD in Q4 2018 and held it in 17 quarters. The position peaked at $944K in Q1 2019. 2,945 funds tracked by Wall St. Rank hold MCD as of Q1 2023.

  • Andesa Financial Management reported no remaining McDonald's position as of Q1 2023 after selling out during the quarter.
  • Andesa Financial Management sold 3,537 McDonald's shares in Q1 2023, an estimated $932K.
  • Andesa Financial Management first reported a position in McDonald's in Q4 2018 and held it in 17 quarters.
  • Andesa Financial Management's McDonald's position peaked at $944K in Q1 2019.
  • 2,945 funds tracked by Wall St. Rank held McDonald's as of Q1 2023.

Based on Andesa Financial Management's 13F filing for Q1 2023, filed 5 May 2023.