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

Aquire 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	-63	Closed	-$17K	–	152
2021 Q4	$17K	Buy	+63	New	+$15.9K	0.01%	118

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Aquire Wealth Advisors sold out of McDonald's (MCD) in Q1 2022, closing a stake of 63 shares — an estimated $17K sold.

Aquire Wealth Advisors first reported a position in MCD in Q4 2021 and held it in 1 quarter. The position peaked at $17K in Q4 2021. 2,734 funds tracked by Wall St. Rank hold MCD as of Q1 2022.

Aquire Wealth Advisors reported no remaining McDonald's position as of Q1 2022 after selling out during the quarter.
Aquire Wealth Advisors sold 63 McDonald's shares in Q1 2022, an estimated $17K.
Aquire Wealth Advisors first reported a position in McDonald's in Q4 2021 and held it in 1 quarter.
Aquire Wealth Advisors's McDonald's position peaked at $17K in Q4 2021.
2,734 funds tracked by Wall St. Rank held McDonald's as of Q1 2022.

Based on Aquire Wealth Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.