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

Baron 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
2022
Q3 		– Sell
-290
Closed -$71.6K – 132
2022
Q2 		$71.6K Hold
290
– – 0.05% 71
2022
Q1 		$71.7K Hold
290
– – 0.04% 75
2021
Q4 		$77.7K Hold
290
– – 0.04% 74
2021
Q3 		$69.9K Hold
290
– – 0.04% 75
2021
Q2 		$67K Hold
290
– – 0.04% 81
2021
Q1 		$65K Buy
290
+140
+93% +$29.9K 0.04% 83
2020
Q4 		$32.2K Hold
150
– – 0.03% 111
2020
Q3 		$32.9K Buy
+150
New +$30.8K 0.03% 109

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Baron Financial Group's MCD Position: Q3 2022 in Review

Baron Financial Group sold out of McDonald's (MCD) in Q3 2022, closing a stake of 290 shares — an estimated $71.6K sold.

Baron Financial Group first reported a position in MCD in Q3 2020 and held it in 8 quarters. The position peaked at $77.7K in Q4 2021. 2,695 funds tracked by Wall St. Rank hold MCD as of Q3 2022.

  • Baron Financial Group reported no remaining McDonald's position as of Q3 2022 after selling out during the quarter.
  • Baron Financial Group sold 290 McDonald's shares in Q3 2022, an estimated $71.6K.
  • Baron Financial Group first reported a position in McDonald's in Q3 2020 and held it in 8 quarters.
  • Baron Financial Group's McDonald's position peaked at $77.7K in Q4 2021.
  • 2,695 funds tracked by Wall St. Rank held McDonald's as of Q3 2022.

Based on Baron Financial Group's 13F filing for Q3 2022, filed 3 Nov 2022.