Bridge Advisory’s McDonald's MCD Stock Holding History

Bridge Advisory’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 Q4	–	Sell	-971	Closed	-$256K	–	137
2023 Q3	$256K	Buy	971 +19	+2%	+$5.42K	0.09%	129
2023 Q2	$284K	Buy	952 +19	+2%	+$5.52K	0.1%	107
2023 Q1	$261K	Buy	933 +103	+12%	+$27.6K	0.1%	104
2022 Q4	$219K	Buy	+830	New	+$219K	0.09%	121
2022 Q3	–	Sell	-800	Closed	-$201K	–	119
2022 Q2	$201K	Buy	+800	New	+$197K	0.1%	114
2022 Q1	–	Sell	-794	Closed	-$213K	–	101
2021 Q4	$213K	Buy	+794	New	+$200K	0.1%	93

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Bridge Advisory's MCD Position: Q4 2023 in Review

Bridge Advisory sold out of McDonald's (MCD) in Q4 2023, closing a stake of 971 shares — an estimated $256K sold.

Bridge Advisory first reported a position in MCD in Q4 2021 and held it in 6 quarters. The position peaked at $284K in Q2 2023. 3,185 funds tracked by Wall St. Rank hold MCD as of Q4 2023.

Bridge Advisory reported no remaining McDonald's position as of Q4 2023 after selling out during the quarter.
Bridge Advisory sold 971 McDonald's shares in Q4 2023, an estimated $256K.
Bridge Advisory first reported a position in McDonald's in Q4 2021 and held it in 6 quarters.
Bridge Advisory's McDonald's position peaked at $284K in Q2 2023.
3,185 funds tracked by Wall St. Rank held McDonald's as of Q4 2023.

Based on Bridge Advisory's 13F filing for Q4 2023, filed 17 Jan 2024.