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COWA LLC’s McDonald's MCD Stock Holding History

COWA LLC’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
2022
Q4 		– Sell
-169
Closed -$39K – 240
2022
Q3 		$39K Buy
+169
New +$43.2K 0.03% 202
2022
Q2 		– Sell
-25,000
Closed -$23K – 130
2022
Q1 		$23K Sell
25,000
-11,383
-31% -$2.84M 0.01% 136
2021
Q4 		$420K Sell
36,383
-2,830
-7% -$715K 0.21% 77
2021
Q3 		$429K Sell
39,213
-1,053
-3% -$251K 0.25% 76
2021
Q2 		$434K Sell
40,266
-64,229
-61% -$14.9M 0.27% 67
2021
Q1 		$1.15M Buy
104,495
+104,214
+37,087% +$22.3M 0.69% 33
2020
Q4 		$60K Buy
+281
New +$61.1K 0.05% 180

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

COWA LLC's MCD Position: Q4 2022 in Review

COWA LLC sold out of McDonald's (MCD) in Q4 2022, closing a stake of 169 shares — an estimated $39K sold.

COWA LLC first reported a position in MCD in Q4 2020 and held it in 7 quarters. The position peaked at $1.15M in Q1 2021. 2,921 funds tracked by Wall St. Rank hold MCD as of Q4 2022.

  • COWA LLC reported no remaining McDonald's position as of Q4 2022 after selling out during the quarter.
  • COWA LLC sold 169 McDonald's shares in Q4 2022, an estimated $39K.
  • COWA LLC first reported a position in McDonald's in Q4 2020 and held it in 7 quarters.
  • COWA LLC's McDonald's position peaked at $1.15M in Q1 2021.
  • 2,921 funds tracked by Wall St. Rank held McDonald's as of Q4 2022.

Based on COWA LLC's 13F filing for Q4 2022, filed 27 Jan 2023.