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Axiom Financial Strategies’s McDonald's MCD Stock Holding History

Axiom Financial Strategies’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
-892
Closed -$206K – 55
2022
Q3 		$206K Buy
892
+9
+1% +$2.3K 0.11% 70
2022
Q2 		$218K Hold
883
– – 0.11% 70
2022
Q1 		$219K Sell
883
-22
-2% -$5.48K 0.11% 67
2021
Q4 		$243K Buy
905
+4
+0.4% +$1.01K 0.11% 68
2021
Q3 		$217K Buy
901
+4
+0.4% +$955 0.1% 72
2021
Q2 		$207K Sell
897
-81
-8% -$18.8K 0.1% 73
2021
Q1 		$219K Sell
978
-14
-1% -$2.99K 0.11% 66
2020
Q4 		$218K Hold
992
– – 0.13% 64
2020
Q3 		$218K Sell
992
-213
-18% -$43.7K 0.13% 64
2020
Q2 		$222K Buy
+1,205
New +$221K 0.14% 58

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

Axiom Financial Strategies's MCD Position: Q4 2022 in Review

Axiom Financial Strategies sold out of McDonald's (MCD) in Q4 2022, closing a stake of 892 shares — an estimated $206K sold.

Axiom Financial Strategies first reported a position in MCD in Q2 2020 and held it in 10 quarters. The position peaked at $243K in Q4 2021. 2,920 funds tracked by Wall St. Rank hold MCD as of Q4 2022.

  • Axiom Financial Strategies reported no remaining McDonald's position as of Q4 2022 after selling out during the quarter.
  • Axiom Financial Strategies sold 892 McDonald's shares in Q4 2022, an estimated $206K.
  • Axiom Financial Strategies first reported a position in McDonald's in Q2 2020 and held it in 10 quarters.
  • Axiom Financial Strategies's McDonald's position peaked at $243K in Q4 2021.
  • 2,920 funds tracked by Wall St. Rank held McDonald's as of Q4 2022.

Based on Axiom Financial Strategies's 13F filing for Q4 2022, filed 18 May 2023.