Caerus Investment Advisors’s McDonald's MCD Stock Holding History

Caerus Investment Advisors’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	-1,119	Closed	-$295K	–	39
2023 Q3	$295K	Hold	1,119	–	–	0.3%	28
2023 Q2	$334K	Sell	1,119 -500	-31%	-$145K	0.38%	25
2023 Q1	$453K	Hold	1,619	–	–	0.52%	30
2022 Q4	$427K	Sell	1,619 -500	-24%	-$132K	0.65%	22
2022 Q3	$489K	Hold	2,119	–	–	0.62%	23
2022 Q2	$523K	Hold	2,119	–	–	0.63%	24
2022 Q1	$524K	Buy	2,119 +509	+32%	+$127K	0.63%	26
2021 Q4	$432K	Buy	+1,610	New	+$406K	0.47%	35

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

Caerus Investment Advisors's MCD Position: Q4 2023 in Review

Caerus Investment Advisors sold out of McDonald's (MCD) in Q4 2023, closing a stake of 1,119 shares — an estimated $295K sold.

Caerus Investment Advisors first reported a position in MCD in Q4 2021 and held it in 8 quarters. The position peaked at $524K in Q1 2022. 3,185 funds tracked by Wall St. Rank hold MCD as of Q4 2023.

Caerus Investment Advisors reported no remaining McDonald's position as of Q4 2023 after selling out during the quarter.
Caerus Investment Advisors sold 1,119 McDonald's shares in Q4 2023, an estimated $295K.
Caerus Investment Advisors first reported a position in McDonald's in Q4 2021 and held it in 8 quarters.
Caerus Investment Advisors's McDonald's position peaked at $524K in Q1 2022.
3,185 funds tracked by Wall St. Rank held McDonald's as of Q4 2023.

Based on Caerus Investment Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.