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Dixon Hughes Goodman Wealth Advisors’s McDonald's MCD Stock Holding History

Dixon Hughes Goodman Wealth Advisors’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
Q1 		$246K Buy
993
+46
+5% +$11.5K 0.07% 151
2021
Q4 		$254K Buy
+947
New +$239K 0.08% 128

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's MCD Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its McDonald's (MCD) stake by 4.9% in Q1 2022, buying an estimated $11.5K and bringing the position to 993 shares worth $246K. The position accounts for 0.07% of the portfolio, ranked #151.

Dixon Hughes Goodman Wealth Advisors first reported a position in MCD in Q4 2021 and has held it in 2 quarters since. The position peaked at $254K in Q4 2021. 2,734 funds tracked by Wall St. Rank hold MCD as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 993 shares of McDonald's worth $246K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 46 McDonald's shares in Q1 2022, an estimated $11.5K.
  • McDonald's made up 0.07% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #151 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in McDonald's in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's McDonald's position peaked at $254K in Q4 2021.
  • 2,734 funds tracked by Wall St. Rank held McDonald's as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.