D. Scott Neal’s McDonald's MCD Stock Holding History

D. Scott Neal’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	-910	Closed	-$210K	–	60
2022 Q3	$210K	Hold	910	–	–	0.09%	60
2022 Q2	$225K	Hold	910	–	–	0.09%	56
2022 Q1	$225K	Hold	910	–	–	0.09%	61
2021 Q4	$244K	Hold	910	–	–	0.09%	54
2021 Q3	$219K	Buy	910 +8	+0.9%	+$1.91K	0.09%	50
2021 Q2	$208K	Hold	902	–	–	0.09%	49
2021 Q1	$202K	Buy	+902	New	+$193K	0.09%	47
2018 Q2	–	Sell	-400	Closed	-$63K	–	122
2018 Q1	$63K	Hold	400	–	–	0.04%	72
2017 Q4	$69K	Hold	400	–	–	0.04%	73
2017 Q3	$63K	Hold	400	–	–	0.04%	74
2017 Q2	$61K	Hold	400	–	–	0.04%	89
2017 Q1	$52K	Hold	400	–	–	0.03%	78
2016 Q4	$49K	Hold	400	–	–	0.03%	78
2016 Q3	$46K	Sell	400 -65	-14%	-$7.7K	0.04%	75
2016 Q2	$56K	Hold	465	–	–	0.05%	65
2016 Q1	$58K	Buy	465 +20	+4%	+$2.39K	0.05%	57
2015 Q4	$53K	Buy	+445	New	+$49.8K	0.04%	59

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

D. Scott Neal's MCD Position: Q4 2022 in Review

D. Scott Neal sold out of McDonald's (MCD) in Q4 2022, closing a stake of 910 shares — an estimated $210K sold.

D. Scott Neal first reported a position in MCD in Q4 2015 and held it in 17 quarters. The position peaked at $244K in Q4 2021. 2,920 funds tracked by Wall St. Rank hold MCD as of Q4 2022.

D. Scott Neal reported no remaining McDonald's position as of Q4 2022 after selling out during the quarter.
D. Scott Neal sold 910 McDonald's shares in Q4 2022, an estimated $210K.
D. Scott Neal first reported a position in McDonald's in Q4 2015 and held it in 17 quarters.
D. Scott Neal's McDonald's position peaked at $244K in Q4 2021.
2,920 funds tracked by Wall St. Rank held McDonald's as of Q4 2022.

Based on D. Scott Neal's 13F filing for Q4 2022, filed 11 Jan 2023.