AI
MCD icon

AXS Investments’s McDonald's MCD Stock Holding History

AXS Investments’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
Q3 		– Sell
-249
Closed -$74.3K – 446
2023
Q2 		$74.3K Sell
249
-89
-26% -$25.9K 0.02% 323
2023
Q1 		$94.5K Buy
338
+67
+25% +$17.9K 0.03% 263
2022
Q4 		$71.4K Buy
+271
New +$71.5K 0.03% 258
2021
Q4 		– Sell
-858
Closed -$207K – 214
2021
Q3 		$207K Buy
+858
New +$205K 0.08% 94

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

AXS Investments's MCD Position: Q3 2023 in Review

AXS Investments sold out of McDonald's (MCD) in Q3 2023, closing a stake of 249 shares — an estimated $74.3K sold.

AXS Investments first reported a position in MCD in Q3 2021 and held it in 4 quarters. The position peaked at $207K in Q3 2021. 2,992 funds tracked by Wall St. Rank hold MCD as of Q3 2023.

  • AXS Investments reported no remaining McDonald's position as of Q3 2023 after selling out during the quarter.
  • AXS Investments sold 249 McDonald's shares in Q3 2023, an estimated $74.3K.
  • AXS Investments first reported a position in McDonald's in Q3 2021 and held it in 4 quarters.
  • AXS Investments's McDonald's position peaked at $207K in Q3 2021.
  • 2,992 funds tracked by Wall St. Rank held McDonald's as of Q3 2023.

Based on AXS Investments's 13F filing for Q3 2023, filed 9 Nov 2023.