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Colony Family Offices’s McDonald's MCD Stock Holding History

Colony Family Offices’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
-825
Closed -$231K – 73
2023
Q1 		$231K Hold
825
– – 0.09% 73
2022
Q4 		$217K Buy
+825
New +$218K 0.09% 65
2022
Q3 		– Sell
-825
Closed -$204K – 80
2022
Q2 		$204K Buy
+825
New +$203K 0.09% 61

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Colony Family Offices's MCD Position: Q2 2023 in Review

Colony Family Offices sold out of McDonald's (MCD) in Q2 2023, closing a stake of 825 shares — an estimated $231K sold.

Colony Family Offices first reported a position in MCD in Q2 2022 and held it in 3 quarters. The position peaked at $231K in Q1 2023. 3,005 funds tracked by Wall St. Rank hold MCD as of Q2 2023.

  • Colony Family Offices reported no remaining McDonald's position as of Q2 2023 after selling out during the quarter.
  • Colony Family Offices sold 825 McDonald's shares in Q2 2023, an estimated $231K.
  • Colony Family Offices first reported a position in McDonald's in Q2 2022 and held it in 3 quarters.
  • Colony Family Offices's McDonald's position peaked at $231K in Q1 2023.
  • 3,005 funds tracked by Wall St. Rank held McDonald's as of Q2 2023.

Based on Colony Family Offices's 13F filing for Q2 2023, filed 27 Jul 2023.