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BDO Wealth Advisors’s McDonald's MCD Stock Holding History

BDO Wealth Advisors’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
Q2 		$1.34M Buy
4,484
+140
+3% +$40.7K 0.15% 114
2023
Q1 		$1.21M Sell
4,344
-50
-1% -$13.4K 0.15% 112
2022
Q4 		$1.16M Buy
4,394
+91
+2% +$24K 0.14% 120
2022
Q3 		$993K Sell
4,303
-50
-1% -$12.8K 0.13% 123
2022
Q2 		$1.07M Sell
4,353
-10
-0.2% -$2.46K 0.13% 121
2022
Q1 		$1.08M Sell
4,363
-15
-0.3% -$3.74K 0.12% 125
2021
Q4 		$1.17M Buy
4,378
+161
+4% +$40.6K 0.12% 127
2021
Q3 		$1.02M Sell
4,217
-330
-7% -$78.8K 0.11% 132
2021
Q2 		$1.05M Buy
4,547
+434
+11% +$101K 0.12% 128
2021
Q1 		$922K Buy
4,113
+2,133
+108% +$456K 0.11% 135
2020
Q4 		$425K Buy
1,980
+25
+1% +$5.44K 0.06% 160
2020
Q3 		$429K Buy
1,955
+2
+0.1% +$411 0.07% 144
2020
Q2 		$360K Sell
1,953
-267
-12% -$49K 0.06% 152
2020
Q1 		$367K Buy
2,220
+1,598
+257% +$315K 0.07% 142
2019
Q4 		$123K Hold
622
– – 0.03% 229
2019
Q3 		$134K Buy
622
+121
+24% +$25.9K 0.03% 233
2019
Q2 		$104K Sell
501
-177
-26% -$35.1K 0.03% 243
2019
Q1 		$129K Buy
678
+136
+25% +$24.7K 0.04% 207
2018
Q4 		$96K Sell
542
-1
-0.2% -$177 0.03% 208
2018
Q3 		$91K Sell
543
-39
-7% -$6.25K 0.03% 225
2018
Q2 		$91K Sell
582
-298
-34% -$48.3K 0.03% 223
2018
Q1 		$138K Buy
880
+664
+307% +$109K 0.05% 153
2017
Q4 		$37K Sell
216
-69
-24% -$11.6K 0.02% 233
2017
Q3 		$45K Sell
285
-277
-49% -$43.4K 0.02% 208
2017
Q2 		$86K Buy
+562
New +$81.2K 0.04% 182

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BDO Wealth Advisors's MCD Position: Q2 2023 in Review

BDO Wealth Advisors increased its McDonald's (MCD) stake by 3.2% in Q2 2023, buying an estimated $40.7K and bringing the position to 4,484 shares worth $1.34M. The position accounts for 0.15% of the portfolio, ranked #114.

BDO Wealth Advisors first reported a position in MCD in Q2 2017 and has held it in 25 quarters since. 3,002 funds tracked by Wall St. Rank hold MCD as of Q2 2023.

  • BDO Wealth Advisors held 4,484 shares of McDonald's worth $1.34M as of Q2 2023.
  • BDO Wealth Advisors bought 140 McDonald's shares in Q2 2023, an estimated $40.7K.
  • McDonald's made up 0.15% of BDO Wealth Advisors's portfolio in Q2 2023, its #114 holding.
  • BDO Wealth Advisors first reported a position in McDonald's in Q2 2017 and has held it in 25 quarters since.
  • 3,002 funds tracked by Wall St. Rank held McDonald's as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.