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

Cascade 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 Q2	–	Sell	-203	Closed	-$56.8K	–	170
2023 Q1	$56.8K	Buy	+203	New	+$54.4K	0.05%	138
2022 Q3	–	Sell	-203	Closed	-$50.1K	–	169
2022 Q2	$50.1K	Hold	203	–	–	0.04%	150
2022 Q1	$50.2K	Buy	203 +84	+71%	+$20.9K	0.03%	162
2021 Q4	$31.9K	Hold	119	–	–	0.02%	190
2021 Q3	$28.7K	Hold	119	–	–	0.02%	188
2021 Q2	$27.5K	Hold	119	–	–	0.02%	192
2021 Q1	$26.7K	Hold	119	–	–	0.02%	191
2020 Q4	$25.5K	Hold	119	–	–	0.02%	190
2020 Q3	$26.1K	Hold	119	–	–	0.02%	178
2020 Q2	$22K	Hold	119	–	–	0.02%	178
2020 Q1	$19.7K	Hold	119	–	–	0.02%	174
2019 Q4	$23.5K	Hold	119	–	–	0.02%	183
2019 Q3	$25.6K	Hold	119	–	–	0.02%	182
2019 Q2	$24.7K	Hold	119	–	–	0.02%	173
2019 Q1	$22.6K	Hold	119	–	–	0.02%	166
2018 Q4	$21.1K	Hold	119	–	–	0.02%	165
2018 Q3	$19.9K	Hold	119	–	–	0.02%	163
2018 Q2	$18.6K	Hold	119	–	–	0.02%	164
2018 Q1	$18.6K	Hold	119	–	–	0.01%	162
2017 Q4	$20.5K	Buy	+119	New	+$20K	0.02%	153
2016 Q2	$10.1K	Buy	+84	New	+$10.5K	0.01%	141

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cascade Investment Advisors's MCD Position: Q2 2023 in Review

Cascade Investment Advisors sold out of McDonald's (MCD) in Q2 2023, closing a stake of 203 shares — an estimated $56.8K sold.

Cascade Investment Advisors first reported a position in MCD in Q2 2016 and held it in 21 quarters. The position peaked at $56.8K in Q1 2023. 3,002 funds tracked by Wall St. Rank hold MCD as of Q2 2023.

Cascade Investment Advisors reported no remaining McDonald's position as of Q2 2023 after selling out during the quarter.
Cascade Investment Advisors sold 203 McDonald's shares in Q2 2023, an estimated $56.8K.
Cascade Investment Advisors first reported a position in McDonald's in Q2 2016 and held it in 21 quarters.
Cascade Investment Advisors's McDonald's position peaked at $56.8K in Q1 2023.
3,002 funds tracked by Wall St. Rank held McDonald's as of Q2 2023.

Based on Cascade Investment Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.