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Brightworth’s McDonald's MCD Stock Holding History

Brightworth’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 		$805K Buy
3,490
+2
+0.1% +$511 0.09% 73
2022
Q2 		$861K Buy
3,488
+62
+2% +$15.3K 0.09% 72
2022
Q1 		$847K Buy
3,426
+1,960
+134% +$488K 0.09% 72
2021
Q4 		$393K Buy
1,466
+16
+1% +$4.04K 0.04% 94
2021
Q3 		$349K Buy
1,450
+126
+10% +$30.1K 0.03% 93
2021
Q2 		$306K Buy
1,324
+3
+0.2% +$698 0.03% 90
2021
Q1 		$296K Hold
1,321
– – 0.03% 87
2020
Q4 		$283K Hold
1,321
– – 0.03% 87
2020
Q3 		$290K Hold
1,321
– – 0.03% 74
2020
Q2 		$244K Hold
1,321
– – 0.03% 73
2020
Q1 		$218K Sell
1,321
-249
-16% -$49.1K 0.04% 74
2019
Q4 		$310K Buy
1,570
+66
+4% +$13.1K 0.06% 80
2019
Q3 		$323K Hold
1,504
– – 0.07% 69
2019
Q2 		$312K Sell
1,504
-111
-7% -$22K 0.07% 74
2019
Q1 		$307K Sell
1,615
-79
-5% -$14.3K 0.06% 76
2018
Q4 		$301K Buy
1,694
+102
+6% +$18.1K 0.07% 77
2018
Q3 		$266K Buy
1,592
+125
+9% +$20K 0.06% 79
2018
Q2 		$230K Sell
1,467
-1,453
-50% -$236K 0.06% 83
2018
Q1 		$457K Buy
2,920
+118
+4% +$19.4K 0.11% 73
2017
Q4 		$482K Buy
2,802
+275
+11% +$46.2K 0.11% 70
2017
Q3 		$396K Buy
+2,527
New +$396K 0.1% 78

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Brightworth's MCD Position: Q3 2022 in Review

Brightworth increased its McDonald's (MCD) stake by 0.06% in Q3 2022, buying an estimated $511 and bringing the position to 3,490 shares worth $805K. The position accounts for 0.09% of the portfolio, ranked #73.

Brightworth first reported a position in MCD in Q3 2017 and has held it in 21 quarters since. The position peaked at $861K in Q2 2022. 2,695 funds tracked by Wall St. Rank hold MCD as of Q3 2022.

  • Brightworth held 3,490 shares of McDonald's worth $805K as of Q3 2022.
  • Brightworth bought 2 McDonald's shares in Q3 2022, an estimated $511.
  • McDonald's made up 0.09% of Brightworth's portfolio in Q3 2022, its #73 holding.
  • Brightworth first reported a position in McDonald's in Q3 2017 and has held it in 21 quarters since.
  • Brightworth's McDonald's position peaked at $861K in Q2 2022.
  • 2,695 funds tracked by Wall St. Rank held McDonald's as of Q3 2022.

Based on Brightworth's 13F filing for Q3 2022, filed 28 Oct 2022.