Clear Perspectives Financial Planning’s McDonald's MCD Stock Holding History

Clear Perspectives Financial Planning’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 Q1	$28.5K	Hold	102	–	–	0.02%	94
2022 Q4	$26.9K	Sell	102 -7	-6%	-$1.85K	0.01%	110
2022 Q3	$25K	Buy	109 +12	+12%	+$3.07K	0.01%	113
2022 Q2	$24K	Sell	97 -41	-30%	-$10.1K	0.01%	119
2022 Q1	$34K	Hold	138	–	–	0.01%	114
2021 Q4	$37K	Buy	138 +15	+12%	+$3.79K	0.02%	119
2021 Q3	$30K	Buy	123 +41	+50%	+$9.79K	0.01%	119
2021 Q2	$19K	Hold	82	–	–	0.01%	139
2021 Q1	$18K	Hold	82	–	–	0.01%	132
2020 Q4	$18K	Buy	+82	New	+$17.8K	0.01%	128

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Clear Perspectives Financial Planning's MCD Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its McDonald's (MCD) position steady in Q1 2023 at 102 shares worth $28.5K. The position accounts for 0.02% of the portfolio, ranked #94.

Clear Perspectives Financial Planning first reported a position in MCD in Q4 2020 and has held it in 10 quarters since. The position peaked at $37K in Q4 2021. 2,944 funds tracked by Wall St. Rank hold MCD as of Q1 2023.

Clear Perspectives Financial Planning held 102 shares of McDonald's worth $28.5K as of Q1 2023.
Clear Perspectives Financial Planning left its McDonald's share count unchanged in Q1 2023.
McDonald's made up 0.02% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #94 holding.
Clear Perspectives Financial Planning first reported a position in McDonald's in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's McDonald's position peaked at $37K in Q4 2021.
2,944 funds tracked by Wall St. Rank held McDonald's as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.