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Bulltick Wealth Management’s McDonald's MCD Stock Holding History

Bulltick Wealth Management’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
Q3 		– Sell
-827
Closed -$247K – 122
2023
Q2 		$247K Buy
827
+50
+6% +$14.5K 0.05% 110
2023
Q1 		$217K Buy
777
+5
+0.6% +$1.34K 0.06% 120
2022
Q4 		$203K Buy
+772
New +$204K 0.06% 126
2021
Q3 		– Sell
-1,527
Closed -$353K – 150
2021
Q2 		$353K Buy
1,527
+615
+67% +$143K 0.08% 93
2021
Q1 		$204K Buy
+912
New +$195K 0.06% 110

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Bulltick Wealth Management's MCD Position: Q3 2023 in Review

Bulltick Wealth Management sold out of McDonald's (MCD) in Q3 2023, closing a stake of 827 shares — an estimated $247K sold.

Bulltick Wealth Management first reported a position in MCD in Q1 2021 and held it in 5 quarters. The position peaked at $353K in Q2 2021. 2,992 funds tracked by Wall St. Rank hold MCD as of Q3 2023.

  • Bulltick Wealth Management reported no remaining McDonald's position as of Q3 2023 after selling out during the quarter.
  • Bulltick Wealth Management sold 827 McDonald's shares in Q3 2023, an estimated $247K.
  • Bulltick Wealth Management first reported a position in McDonald's in Q1 2021 and held it in 5 quarters.
  • Bulltick Wealth Management's McDonald's position peaked at $353K in Q2 2021.
  • 2,992 funds tracked by Wall St. Rank held McDonald's as of Q3 2023.

Based on Bulltick Wealth Management's 13F filing for Q3 2023, filed 25 Apr 2024.