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Bridgeworth’s McDonald's MCD Stock Holding History

Bridgeworth’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 		$603K Sell
2,035
-6
-0.3% -$1.63K 0.06% 96
2023
Q3 		$538K Sell
2,041
-7
-0.3% -$2K 0.06% 94
2023
Q2 		$611K Sell
2,048
-130
-6% -$37.8K 0.07% 93
2023
Q1 		$609K Buy
2,178
+179
+9% +$48K 0.08% 96
2022
Q4 		$527K Buy
1,999
+101
+5% +$26.6K 0.08% 95
2022
Q3 		$438K Buy
1,898
+281
+17% +$71.8K 0.1% 91
2022
Q2 		$399K Sell
1,617
-137
-8% -$33.7K 0.09% 95
2022
Q1 		$434K Sell
1,754
-198
-10% -$49.3K 0.1% 89
2021
Q4 		$523K Buy
1,952
+1
+0.1% +$252 0.12% 81
2021
Q3 		$470K Buy
1,951
+95
+5% +$22.7K 0.13% 79
2021
Q2 		$429K Sell
1,856
-45
-2% -$10.5K 0.12% 82
2021
Q1 		$426K Sell
1,901
-134
-7% -$28.7K 0.13% 76
2020
Q4 		$437K Buy
2,035
+2
+0.1% +$435 0.14% 75
2020
Q3 		$446K Buy
2,033
+1
+0% +$205 0.17% 75
2020
Q2 		$375K Sell
2,032
-78
-4% -$14.3K 0.15% 83
2020
Q1 		$349K Buy
2,110
+162
+8% +$31.9K 0.16% 82
2019
Q4 		$385K Sell
1,948
-74
-4% -$14.7K 0.14% 83
2019
Q3 		$434K Sell
2,022
-99
-5% -$21.2K 0.17% 75
2019
Q2 		$441K Sell
2,121
-46
-2% -$9.11K 0.17% 73
2019
Q1 		$411K Sell
2,167
-448
-17% -$81.3K 0.16% 76
2018
Q4 		$298K Buy
2,615
+10
+0.4% +$1.77K 0.17% 87
2018
Q3 		$277K Buy
2,605
+1,145
+78% +$184K 0.15% 96
2018
Q2 		$228K Sell
1,460
-855
-37% -$139K 0.1% 122
2018
Q1 		$364K Buy
+2,315
New +$381K 0.17% 88

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Bridgeworth's MCD Position: Q4 2023 in Review

Bridgeworth reduced its McDonald's (MCD) stake by 0.29% in Q4 2023, selling an estimated $1.63K and leaving 2,035 shares worth $603K. The position accounts for 0.06% of the portfolio, ranked #96.

Bridgeworth first reported a position in MCD in Q1 2018 and has held it in 24 quarters since. The position peaked at $611K in Q2 2023. 3,185 funds tracked by Wall St. Rank hold MCD as of Q4 2023.

  • Bridgeworth held 2,035 shares of McDonald's worth $603K as of Q4 2023.
  • Bridgeworth sold 6 McDonald's shares in Q4 2023, an estimated $1.63K.
  • McDonald's made up 0.06% of Bridgeworth's portfolio in Q4 2023, its #96 holding.
  • Bridgeworth first reported a position in McDonald's in Q1 2018 and has held it in 24 quarters since.
  • Bridgeworth's McDonald's position peaked at $611K in Q2 2023.
  • 3,185 funds tracked by Wall St. Rank held McDonald's as of Q4 2023.

Based on Bridgeworth's 13F filing for Q4 2023, filed 26 Jan 2024.