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

Artemis 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
2023 Q4	–	Sell	-113	Closed	-$29.8K	–	55
2023 Q3	$29.8K	Hold	113	–	–	0.01%	54
2023 Q2	$33.7K	Hold	113	–	–	0.01%	52
2023 Q1	$31.6K	Hold	113	–	–	0.01%	44
2022 Q4	$29.8K	Hold	113	–	–	0.01%	55
2022 Q3	$26.1K	Hold	113	–	–	0.01%	67
2022 Q2	$27.9K	Hold	113	–	–	0.01%	86
2022 Q1	$27.9K	Hold	113	–	–	﹤0.01%	50
2021 Q4	$30.3K	Hold	113	–	–	﹤0.01%	61
2021 Q3	$27.2K	Hold	113	–	–	﹤0.01%	67
2021 Q2	$26.1K	Hold	113	–	–	﹤0.01%	52
2021 Q1	$25.3K	Hold	113	–	–	﹤0.01%	54
2020 Q4	$24.2K	Hold	113	–	–	﹤0.01%	50
2020 Q3	$24.8K	Hold	113	–	–	0.01%	51
2020 Q2	$20.8K	Hold	113	–	–	0.01%	43
2020 Q1	$18.7K	Hold	113	–	–	0.01%	43
2019 Q4	$22.3K	Hold	113	–	–	0.01%	81
2019 Q3	$24.3K	Hold	113	–	–	0.01%	19
2019 Q2	$23.5K	Hold	113	–	–	0.01%	21
2019 Q1	$21.5K	Hold	113	–	–	0.01%	22
2018 Q4	$20.1K	Hold	113	–	–	0.01%	33
2018 Q3	$18.9K	Hold	113	–	–	0.01%	24
2018 Q2	$17.7K	Hold	113	–	–	0.01%	24
2018 Q1	$17.7K	Hold	113	–	–	0.01%	24
2017 Q4	$19.4K	Hold	113	–	–	0.02%	21
2017 Q3	$17.7K	Hold	113	–	–	0.02%	19
2017 Q2	$17.3K	Hold	113	–	–	0.02%	17
2017 Q1	$14.6K	Hold	113	–	–	0.01%	21
2016 Q4	$14K	Buy	+113	New	+$13.3K	0.01%	14

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Artemis Wealth Advisors's MCD Position: Q4 2023 in Review

Artemis Wealth Advisors sold out of McDonald's (MCD) in Q4 2023, closing a stake of 113 shares — an estimated $29.8K sold.

Artemis Wealth Advisors first reported a position in MCD in Q4 2016 and held it in 28 quarters. The position peaked at $33.7K in Q2 2023. 3,185 funds tracked by Wall St. Rank hold MCD as of Q4 2023.

Artemis Wealth Advisors reported no remaining McDonald's position as of Q4 2023 after selling out during the quarter.
Artemis Wealth Advisors sold 113 McDonald's shares in Q4 2023, an estimated $29.8K.
Artemis Wealth Advisors first reported a position in McDonald's in Q4 2016 and held it in 28 quarters.
Artemis Wealth Advisors's McDonald's position peaked at $33.7K in Q2 2023.
3,185 funds tracked by Wall St. Rank held McDonald's as of Q4 2023.

Based on Artemis Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.