BMS Financial Advisors’s McDonald's MCD Stock Holding History

BMS Financial 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	$302K	Hold	1,012	–	–	0.2%	94
2023 Q1	$283K	Buy	1,012 +12	+1%	+$3.21K	0.2%	98
2022 Q4	$264K	Buy	1,000 +13	+1%	+$3.43K	0.17%	81
2022 Q3	$228K	Hold	987	–	–	0.16%	98
2022 Q2	$244K	Hold	987	–	–	0.16%	88
2022 Q1	$244K	Hold	987	–	–	0.16%	98
2021 Q4	$265K	Buy	+987	New	+$249K	0.17%	85

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Norges Bank Oslo, Norway $935B AUM

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

BMS Financial Advisors's MCD Position: Q2 2023 in Review

BMS Financial Advisors held its McDonald's (MCD) position steady in Q2 2023 at 1,012 shares worth $302K. The position accounts for 0.2% of the portfolio, ranked #94.

BMS Financial Advisors first reported a position in MCD in Q4 2021 and has held it in 7 quarters since. 3,002 funds tracked by Wall St. Rank hold MCD as of Q2 2023.

BMS Financial Advisors held 1,012 shares of McDonald's worth $302K as of Q2 2023.
BMS Financial Advisors left its McDonald's share count unchanged in Q2 2023.
McDonald's made up 0.2% of BMS Financial Advisors's portfolio in Q2 2023, its #94 holding.
BMS Financial Advisors first reported a position in McDonald's in Q4 2021 and has held it in 7 quarters since.
3,002 funds tracked by Wall St. Rank held McDonald's as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.