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BerganKDV Wealth Management’s McDonald's MCD Stock Holding History

BerganKDV Wealth Management’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 		$1.39M Sell
4,662
-415
-8% -$121K 0.14% 114
2023
Q1 		$1.42M Sell
5,077
-2,523
-33% -$676K 0.15% 108
2022
Q4 		$2M Sell
7,600
-3,099
-29% -$818K 0.22% 88
2022
Q3 		$2.47M Buy
10,699
+2,617
+32% +$669K 0.3% 72
2022
Q2 		$2M Buy
8,082
+3,997
+98% +$984K 0.23% 89
2022
Q1 		$1.01M Sell
4,085
-503
-11% -$125K 0.11% 125
2021
Q4 		$1.23M Buy
4,588
+1,034
+29% +$261K 0.13% 114
2021
Q3 		$857K Buy
3,554
+1,473
+71% +$352K 0.1% 131
2021
Q2 		$481K Buy
2,081
+27
+1% +$6.28K 0.06% 178
2021
Q1 		$460K Sell
2,054
-271
-12% -$58K 0.06% 174
2020
Q4 		$499K Buy
2,325
+135
+6% +$29.4K 0.07% 159
2020
Q3 		$481K Sell
2,190
-38
-2% -$7.8K 0.08% 155
2020
Q2 		$411K Sell
2,228
-48
-2% -$8.8K 0.07% 161
2020
Q1 		$376K Buy
2,276
+39
+2% +$7.68K 0.08% 155
2019
Q4 		$442K Buy
2,237
+202
+10% +$40.1K 0.08% 161
2019
Q3 		$437K Hold
2,035
– – 0.09% 143
2019
Q2 		$423K Hold
2,035
– – 0.08% 152
2019
Q1 		$386K Hold
2,035
– – 0.08% 149
2018
Q4 		$361K Hold
2,035
– – 0.08% 131
2018
Q3 		$340K Sell
2,035
-5
-0.2% -$801 0.07% 143
2018
Q2 		$320K Buy
2,040
+187
+10% +$30.3K 0.07% 148
2018
Q1 		$290K Sell
1,853
-226
-11% -$37.2K 0.08% 151
2017
Q4 		$358K Sell
2,079
-113
-5% -$19K 0.09% 144
2017
Q3 		$343K Buy
2,192
+20
+0.9% +$3.13K 0.09% 154
2017
Q2 		$333K Sell
2,172
-59
-3% -$8.53K 0.09% 135
2017
Q1 		$289K Buy
+2,231
New +$280K 0.09% 142

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

BerganKDV Wealth Management's MCD Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its McDonald's (MCD) stake by 8.2% in Q2 2023, selling an estimated $121K and leaving 4,662 shares worth $1.39M. The position accounts for 0.14% of the portfolio, ranked #114.

BerganKDV Wealth Management first reported a position in MCD in Q1 2017 and has held it in 26 quarters since. The position peaked at $2.47M in Q3 2022. 3,002 funds tracked by Wall St. Rank hold MCD as of Q2 2023.

  • BerganKDV Wealth Management held 4,662 shares of McDonald's worth $1.39M as of Q2 2023.
  • BerganKDV Wealth Management sold 415 McDonald's shares in Q2 2023, an estimated $121K.
  • McDonald's made up 0.14% of BerganKDV Wealth Management's portfolio in Q2 2023, its #114 holding.
  • BerganKDV Wealth Management first reported a position in McDonald's in Q1 2017 and has held it in 26 quarters since.
  • BerganKDV Wealth Management's McDonald's position peaked at $2.47M in Q3 2022.
  • 3,002 funds tracked by Wall St. Rank held McDonald's as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.