Collective Family Office’s McDonald's MCD Stock Holding History

Collective Family Office’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 Q3	–	Sell	-683	Closed	-$204K	–	176
2023 Q2	$204K	Buy	+683	New	+$198K	0.08%	170

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Norges Bank Oslo, Norway $935B AUM

Collective Family Office's MCD Position: Q3 2023 in Review

Collective Family Office sold out of McDonald's (MCD) in Q3 2023, closing a stake of 683 shares — an estimated $204K sold.

Collective Family Office first reported a position in MCD in Q2 2023 and held it in 1 quarter. The position peaked at $204K in Q2 2023. 2,993 funds tracked by Wall St. Rank hold MCD as of Q3 2023.

Collective Family Office reported no remaining McDonald's position as of Q3 2023 after selling out during the quarter.
Collective Family Office sold 683 McDonald's shares in Q3 2023, an estimated $204K.
Collective Family Office first reported a position in McDonald's in Q2 2023 and held it in 1 quarter.
Collective Family Office's McDonald's position peaked at $204K in Q2 2023.
2,993 funds tracked by Wall St. Rank held McDonald's as of Q3 2023.

Based on Collective Family Office's 13F filing for Q3 2023, filed 13 Oct 2023.