Authentikos Wealth Advisory’s McDonald's MCD Stock Holding History

Authentikos Wealth Advisory’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	-171	Closed	-$45K	–	360
2023 Q3	$45K	Buy	+171	New	+$48.8K	0.04%	124

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

Authentikos Wealth Advisory's MCD Position: Q4 2023 in Review

Authentikos Wealth Advisory sold out of McDonald's (MCD) in Q4 2023, closing a stake of 171 shares — an estimated $45K sold.

Authentikos Wealth Advisory first reported a position in MCD in Q3 2023 and held it in 1 quarter. The position peaked at $45K in Q3 2023. 3,185 funds tracked by Wall St. Rank hold MCD as of Q4 2023.

Authentikos Wealth Advisory reported no remaining McDonald's position as of Q4 2023 after selling out during the quarter.
Authentikos Wealth Advisory sold 171 McDonald's shares in Q4 2023, an estimated $45K.
Authentikos Wealth Advisory first reported a position in McDonald's in Q3 2023 and held it in 1 quarter.
Authentikos Wealth Advisory's McDonald's position peaked at $45K in Q3 2023.
3,185 funds tracked by Wall St. Rank held McDonald's as of Q4 2023.

Based on Authentikos Wealth Advisory's 13F filing for Q4 2023, filed 30 Jan 2024.