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Burleson & Co’s McDonald's MCD Stock Holding History

Burleson & Co’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
Q4 		$6.34M Sell
24,069
-1,635
-6% -$431K 1.58% 18
2022
Q3 		$5.93M Buy
25,704
+455
+2% +$116K 1.28% 23
2022
Q2 		$6.23M Buy
25,249
+17
+0.1% +$4.19K 1.35% 21
2022
Q1 		$6.24M Buy
25,232
+7,082
+39% +$1.76M 1% 30
2021
Q4 		$4.87M Buy
18,150
+1,040
+6% +$263K 0.71% 29
2021
Q3 		$4.13M Buy
17,110
+8
+0% +$1.91K 0.61% 33
2021
Q2 		$3.95M Buy
17,102
+74
+0.4% +$17.2K 0.58% 38
2021
Q1 		$3.82M Sell
17,028
-2,514
-13% -$538K 0.62% 29
2020
Q4 		$4.19M Buy
19,542
+20
+0.1% +$4.35K 0.73% 27
2020
Q3 		$4.23M Buy
19,522
+19
+0.1% +$3.9K 0.8% 29
2020
Q2 		$3.99M Sell
19,503
-3,279
-14% -$601K 0.87% 30
2020
Q1 		$4.13M Buy
22,782
+11,802
+107% +$2.33M 1.08% 25
2019
Q4 		$2.32M Buy
10,980
+6
+0.1% +$1.19K 0.65% 43
2019
Q3 		$2.19M Buy
10,974
+6
+0.1% +$1.29K 0.76% 37
2019
Q2 		$2.32M Buy
10,968
+6
+0.1% +$1.19K 0.98% 29
2019
Q1 		$2.17M Buy
10,962
+278
+3% +$50.5K 0.92% 29
2018
Q4 		$1.95M Buy
10,684
+831
+8% +$147K 1.01% 29
2018
Q3 		$1.84M Buy
9,853
+1,087
+12% +$174K 1.03% 28
2018
Q2 		$1.37M Buy
8,766
+1
+0% +$162 0.8% 41
2018
Q1 		$1.37M Hold
8,765
– – 0.89% 39
2017
Q4 		$1.51M Buy
+8,765
New +$1.47M 0.97% 32

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Burleson & Co's MCD Position: Q4 2022 in Review

Burleson & Co reduced its McDonald's (MCD) stake by 6.4% in Q4 2022, selling an estimated $431K and leaving 24,069 shares worth $6.34M. The position accounts for 1.58% of the portfolio, ranked #18.

Burleson & Co first reported a position in MCD in Q4 2017 and has held it in 21 quarters since. 2,921 funds tracked by Wall St. Rank hold MCD as of Q4 2022.

  • Burleson & Co held 24,069 shares of McDonald's worth $6.34M as of Q4 2022.
  • Burleson & Co sold 1,635 McDonald's shares in Q4 2022, an estimated $431K.
  • McDonald's made up 1.58% of Burleson & Co's portfolio in Q4 2022, its #18 holding.
  • Burleson & Co first reported a position in McDonald's in Q4 2017 and has held it in 21 quarters since.
  • 2,921 funds tracked by Wall St. Rank held McDonald's as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.