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Disciplined Investments’s McDonald's MCD Stock Holding History

Disciplined 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
Q3 		– Sell
-186
Closed -$55.4K – 951
2023
Q2 		$55.4K Sell
186
-2
-1% -$581 0.03% 191
2023
Q1 		$52.7K Buy
188
+56
+42% +$15K 0.02% 217
2022
Q4 		$34.8K Sell
132
-56
-30% -$14.8K 0.02% 237
2022
Q3 		$43K Buy
188
+2
+1% +$511 0.02% 235
2022
Q2 		$46K Buy
186
+4
+2% +$985 0.02% 227
2022
Q1 		$45K Buy
182
+25
+16% +$6.23K 0.02% 242
2021
Q4 		$42K Hold
157
– – 0.02% 225
2021
Q3 		$38K Hold
157
– – 0.02% 224
2021
Q2 		$36K Buy
157
+100
+175% +$23.3K 0.02% 218
2021
Q1 		$13K Buy
57
+19
+50% +$4.06K 0.01% 248
2020
Q4 		$8K Sell
38
-229
-86% -$49.8K 0.01% 240
2020
Q3 		$59K Sell
267
-33
-11% -$6.78K 0.04% 147
2020
Q2 		$55K Hold
300
– – 0.04% 153
2020
Q1 		$50K Buy
300
+1
+0.3% +$197 0.05% 154
2019
Q4 		$59K Buy
+299
New +$59.3K 0.05% 153

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Disciplined Investments's MCD Position: Q3 2023 in Review

Disciplined Investments sold out of McDonald's (MCD) in Q3 2023, closing a stake of 186 shares — an estimated $55.4K sold.

Disciplined Investments first reported a position in MCD in Q4 2019 and held it in 15 quarters. The position peaked at $59K in Q3 2020. 2,992 funds tracked by Wall St. Rank hold MCD as of Q3 2023.

  • Disciplined Investments reported no remaining McDonald's position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 186 McDonald's shares in Q3 2023, an estimated $55.4K.
  • Disciplined Investments first reported a position in McDonald's in Q4 2019 and held it in 15 quarters.
  • Disciplined Investments's McDonald's position peaked at $59K in Q3 2020.
  • 2,992 funds tracked by Wall St. Rank held McDonald's as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.