Axim Planning & Wealth’s McDonald's MCD Stock Holding History

Axim Planning & Wealth’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 Q4	–	Sell	-297	Closed	-$69K	–	119
2022 Q3	$69K	Sell	297 -11	-4%	-$2.81K	0.07%	37
2022 Q2	$76K	Buy	+308	New	+$75.9K	0.06%	29

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Axim Planning & Wealth's MCD Position: Q4 2022 in Review

Axim Planning & Wealth sold out of McDonald's (MCD) in Q4 2022, closing a stake of 297 shares — an estimated $69K sold.

Axim Planning & Wealth first reported a position in MCD in Q2 2022 and held it in 2 quarters. The position peaked at $76K in Q2 2022. 2,920 funds tracked by Wall St. Rank hold MCD as of Q4 2022.

Axim Planning & Wealth reported no remaining McDonald's position as of Q4 2022 after selling out during the quarter.
Axim Planning & Wealth sold 297 McDonald's shares in Q4 2022, an estimated $69K.
Axim Planning & Wealth first reported a position in McDonald's in Q2 2022 and held it in 2 quarters.
Axim Planning & Wealth's McDonald's position peaked at $76K in Q2 2022.
2,920 funds tracked by Wall St. Rank held McDonald's as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.