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Capital Directions Investment Advisors’s McDonald's MCD Stock Holding History

Capital Directions 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
2022
Q4 		$74.3K Buy
+282
New +$74.4K 0.03% 99
2022
Q3 		– Sell
-302
Closed -$77.2K – 114
2022
Q2 		$75K Sell
302
-132
-30% -$32.5K 0.02% 105
2022
Q1 		$107K Buy
+434
New +$108K 0.03% 94
2021
Q4 		– Sell
-296
Closed -$71K – 149
2021
Q3 		$71K Sell
296
-61
-17% -$14.6K 0.02% 112
2021
Q2 		$82K Buy
+357
New +$83.1K 0.02% 94
2021
Q1 		– Sell
-277
Closed -$59K – 283
2020
Q4 		$59K Buy
277
+25
+10% +$5.44K 0.02% 103
2020
Q3 		$55K Buy
252
+171
+211% +$35.1K 0.02% 103
2020
Q2 		$15K Hold
81
– – 0.01% 172
2020
Q1 		$13K Buy
81
+45
+125% +$8.87K 0.01% 190
2019
Q4 		$7K Hold
36
– – ﹤0.01% 226
2019
Q3 		$8K Buy
+36
New +$7.72K ﹤0.01% 219
2018
Q3 		– Sell
-36
Closed -$6K – 198
2018
Q2 		$6K Buy
+36
New +$5.84K ﹤0.01% 130

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

Capital Directions Investment Advisors's MCD Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in McDonald's (MCD) in Q4 2022: 282 shares worth $74.3K. The stake represents 0.03% of the portfolio and ranks #99 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in MCD as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in MCD in Q2 2018 and has held it in 12 quarters since. The position peaked at $107K in Q1 2022. 2,921 funds tracked by Wall St. Rank hold MCD as of Q4 2022.

  • Capital Directions Investment Advisors held 282 shares of McDonald's worth $74.3K as of Q4 2022.
  • McDonald's was a new Capital Directions Investment Advisors position in Q4 2022.
  • McDonald's made up 0.03% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #99 holding.
  • Capital Directions Investment Advisors first reported a position in McDonald's in Q2 2018 and has held it in 12 quarters since.
  • Capital Directions Investment Advisors's McDonald's position peaked at $107K in Q1 2022.
  • 2,921 funds tracked by Wall St. Rank held McDonald's as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.