DB Wealth Management Group’s McDonald's MCD Stock Holding History

DB Wealth Management Group’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 Q4	$38.3K	Hold	129	–	–	0.02%	184
2023 Q3	$34K	Hold	129	–	–	0.02%	182
2023 Q2	$38.5K	Hold	129	–	–	0.02%	174
2023 Q1	$36.1K	Hold	129	–	–	0.02%	171
2022 Q4	$34K	Hold	129	–	–	0.02%	174
2022 Q3	$30K	Hold	129	–	–	0.02%	189
2022 Q2	$32K	Hold	129	–	–	0.02%	187
2022 Q1	$32K	Hold	129	–	–	0.02%	206
2021 Q4	$35K	Hold	129	–	–	0.02%	189
2021 Q3	$31K	Hold	129	–	–	0.02%	197
2021 Q2	$30K	Hold	129	–	–	0.02%	199
2021 Q1	$29K	Hold	129	–	–	0.02%	203
2020 Q4	$28K	Buy	+129	New	+$28.1K	0.02%	199

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Norges Bank Oslo, Norway $935B AUM

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

DB Wealth Management Group's MCD Position: Q4 2023 in Review

DB Wealth Management Group held its McDonald's (MCD) position steady in Q4 2023 at 129 shares worth $38.3K. The position accounts for 0.02% of the portfolio, ranked #184.

DB Wealth Management Group first reported a position in MCD in Q4 2020 and has held it in 13 quarters since. The position peaked at $38.5K in Q2 2023. 3,185 funds tracked by Wall St. Rank hold MCD as of Q4 2023.

DB Wealth Management Group held 129 shares of McDonald's worth $38.3K as of Q4 2023.
DB Wealth Management Group left its McDonald's share count unchanged in Q4 2023.
McDonald's made up 0.02% of DB Wealth Management Group's portfolio in Q4 2023, its #184 holding.
DB Wealth Management Group first reported a position in McDonald's in Q4 2020 and has held it in 13 quarters since.
DB Wealth Management Group's McDonald's position peaked at $38.5K in Q2 2023.
3,185 funds tracked by Wall St. Rank held McDonald's as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.