DFPG Investments’s McDonald's MCD Stock Holding History

DFPG Investments’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	$3.88M	Buy	13,190 +259	+2%	+$70.5K	0.3%	84
2023 Q3	$3.45M	Buy	12,931 +2,124	+20%	+$606K	0.32%	79
2023 Q2	$3.18M	Buy	10,807 +1,062	+11%	+$309K	0.29%	84
2023 Q1	$2.72M	Buy	9,745 +5,214	+115%	+$1.4M	0.29%	84
2022 Q4	$1.22M	Buy	+4,531	New	+$1.2M	0.2%	117
2020 Q4	–	Sell	-1,385	Closed	-$314K	–	178
2020 Q3	$314K	Hold	1,385	–	–	0.17%	119
2020 Q2	$257K	Hold	1,385	–	–	0.16%	137
2020 Q1	$246K	Buy	+1,385	New	+$273K	0.18%	120

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

DFPG Investments's MCD Position: Q4 2023 in Review

DFPG Investments increased its McDonald's (MCD) stake by 2% in Q4 2023, buying an estimated $70.5K and bringing the position to 13,190 shares worth $3.88M. The position accounts for 0.3% of the portfolio, ranked #84.

DFPG Investments first reported a position in MCD in Q1 2020 and has held it in 8 quarters since. 3,185 funds tracked by Wall St. Rank hold MCD as of Q4 2023.

DFPG Investments held 13,190 shares of McDonald's worth $3.88M as of Q4 2023.
DFPG Investments bought 259 McDonald's shares in Q4 2023, an estimated $70.5K.
McDonald's made up 0.3% of DFPG Investments's portfolio in Q4 2023, its #84 holding.
DFPG Investments first reported a position in McDonald's in Q1 2020 and has held it in 8 quarters since.
3,185 funds tracked by Wall St. Rank held McDonald's as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.