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Barber Financial Group’s McDonald's MCD Stock Holding History

Barber Financial Group’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
Q1 		$549K Sell
1,962
-79
-4% -$21.2K 0.1% 72
2022
Q4 		$538K Buy
2,041
+130
+7% +$34.3K 0.15% 66
2022
Q3 		$441K Sell
1,911
-150
-7% -$38.3K 0.13% 75
2022
Q2 		$509K Buy
2,061
+808
+64% +$199K 0.08% 69
2022
Q1 		$310K Sell
1,253
-13
-1% -$3.24K 0.04% 110
2021
Q4 		$339K Buy
1,266
+3
+0.2% +$757 0.04% 122
2021
Q3 		$304K Buy
1,263
+21
+2% +$5.01K 0.04% 126
2021
Q2 		$287K Hold
1,242
– – 0.04% 123
2021
Q1 		$278K Sell
1,242
-91
-7% -$19.5K 0.04% 115
2020
Q4 		$286K Sell
1,333
-135
-9% -$29.4K 0.05% 110
2020
Q3 		$322K Sell
1,468
-26
-2% -$5.34K 0.07% 99
2020
Q2 		$276K Sell
1,494
-326
-18% -$59.8K 0.07% 95
2020
Q1 		$301K Buy
1,820
+428
+31% +$84.3K 0.1% 82
2019
Q4 		$275K Buy
1,392
+107
+8% +$21.2K 0.06% 113
2019
Q3 		$276K Buy
1,285
+1
+0.1% +$214 0.06% 109
2019
Q2 		$267K Sell
1,284
-44
-3% -$8.71K 0.06% 115
2019
Q1 		$252K Hold
1,328
– – 0.05% 113
2018
Q4 		$236K Buy
1,328
+1
+0.1% +$177 0.05% 114
2018
Q3 		$222K Buy
1,327
+18
+1% +$2.88K 0.05% 120
2018
Q2 		$205K Sell
1,309
-72
-5% -$11.7K 0.06% 112
2018
Q1 		$216K Sell
1,381
-676
-33% -$111K 0.06% 115
2017
Q4 		$354K Buy
2,057
+697
+51% +$117K 0.09% 84
2017
Q3 		$213K Buy
1,360
+36
+3% +$5.64K 0.06% 97
2017
Q2 		$203K Buy
+1,324
New +$191K 0.07% 81

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Barber Financial Group's MCD Position: Q1 2023 in Review

Barber Financial Group reduced its McDonald's (MCD) stake by 3.9% in Q1 2023, selling an estimated $21.2K and leaving 1,962 shares worth $549K. The position accounts for 0.1% of the portfolio, ranked #72.

Barber Financial Group first reported a position in MCD in Q2 2017 and has held it in 24 quarters since. 2,944 funds tracked by Wall St. Rank hold MCD as of Q1 2023.

  • Barber Financial Group held 1,962 shares of McDonald's worth $549K as of Q1 2023.
  • Barber Financial Group sold 79 McDonald's shares in Q1 2023, an estimated $21.2K.
  • McDonald's made up 0.1% of Barber Financial Group's portfolio in Q1 2023, its #72 holding.
  • Barber Financial Group first reported a position in McDonald's in Q2 2017 and has held it in 24 quarters since.
  • 2,944 funds tracked by Wall St. Rank held McDonald's as of Q1 2023.

Based on Barber Financial Group's 13F filing for Q1 2023, filed 4 May 2023.