Column Capital Advisors’s McDonald's MCD Stock Holding History

Column Capital 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 Q3	$758K	Hold	2,878	–	–	0.11%	69
2023 Q2	$859K	Hold	2,878	–	–	0.12%	63
2023 Q1	$805K	Buy	2,878 +500	+21%	+$134K	0.12%	63
2022 Q4	$627K	Buy	2,378 +16	+0.7%	+$4.22K	0.1%	62
2022 Q3	$545K	Hold	2,362	–	–	0.11%	58
2022 Q2	$583K	Hold	2,362	–	–	0.11%	57
2022 Q1	$584K	Sell	2,362 -3	-0.1%	-$747	0.11%	64
2021 Q4	$634K	Hold	2,365	–	–	0.12%	62
2021 Q3	$570K	Hold	2,365	–	–	0.12%	61
2021 Q2	$546K	Hold	2,365	–	–	0.11%	67
2021 Q1	$530K	Hold	2,365	–	–	0.12%	63
2020 Q4	$507K	Sell	2,365 -230	-9%	-$50K	0.13%	57
2020 Q3	$570K	Sell	2,595 -246	-9%	-$50.5K	0.17%	47
2020 Q2	$524K	Sell	2,841 -83	-3%	-$15.2K	0.18%	49
2020 Q1	$483K	Buy	2,924 +135	+5%	+$26.6K	0.2%	44
2019 Q4	$551K	Buy	+2,789	New	+$553K	0.28%	37

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Column Capital Advisors's MCD Position: Q3 2023 in Review

Column Capital Advisors held its McDonald's (MCD) position steady in Q3 2023 at 2,878 shares worth $758K. The position accounts for 0.11% of the portfolio, ranked #69.

Column Capital Advisors first reported a position in MCD in Q4 2019 and has held it in 16 quarters since. The position peaked at $859K in Q2 2023. 2,994 funds tracked by Wall St. Rank hold MCD as of Q3 2023.

Column Capital Advisors held 2,878 shares of McDonald's worth $758K as of Q3 2023.
Column Capital Advisors left its McDonald's share count unchanged in Q3 2023.
McDonald's made up 0.11% of Column Capital Advisors's portfolio in Q3 2023, its #69 holding.
Column Capital Advisors first reported a position in McDonald's in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's McDonald's position peaked at $859K in Q2 2023.
2,994 funds tracked by Wall St. Rank held McDonald's as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.