Better Money Decisions’s McDonald's MCD Stock Holding History

Better Money Decisions’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	-392	Closed	-$97K	–	275
2022 Q2	$97K	Buy	+392	New	+$96.5K	0.08%	100
2021 Q4	–	Sell	-756	Closed	-$182K	–	362
2021 Q3	$182K	Hold	756	–	–	0.15%	73
2021 Q2	$175K	Buy	756 +4	+0.5%	+$931	0.16%	73
2021 Q1	$169K	Buy	+752	New	+$161K	0.17%	65

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Better Money Decisions's MCD Position: Q3 2022 in Review

Better Money Decisions sold out of McDonald's (MCD) in Q3 2022, closing a stake of 392 shares — an estimated $97K sold.

Better Money Decisions first reported a position in MCD in Q1 2021 and held it in 4 quarters. The position peaked at $182K in Q3 2021. 2,695 funds tracked by Wall St. Rank hold MCD as of Q3 2022.

Better Money Decisions reported no remaining McDonald's position as of Q3 2022 after selling out during the quarter.
Better Money Decisions sold 392 McDonald's shares in Q3 2022, an estimated $97K.
Better Money Decisions first reported a position in McDonald's in Q1 2021 and held it in 4 quarters.
Better Money Decisions's McDonald's position peaked at $182K in Q3 2021.
2,695 funds tracked by Wall St. Rank held McDonald's as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.