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Domani Wealth’s McDonald's MCD Stock Holding History

Domani Wealth’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
Q1 		$529K Hold
1,892
– – 0.12% 72
2022
Q4 		$499K Buy
1,892
+350
+23% +$92.3K 0.12% 73
2022
Q3 		$356K Hold
1,542
– – 0.1% 75
2022
Q2 		$381K Buy
1,542
+6
+0.4% +$1.48K 0.1% 81
2022
Q1 		$380K Hold
1,536
– – 0.08% 95
2021
Q4 		$412K Hold
1,536
– – 0.08% 88
2021
Q3 		$370K Sell
1,536
-194
-11% -$46.3K 0.08% 89
2021
Q2 		$400K Hold
1,730
– – 0.08% 86
2021
Q1 		$388K Sell
1,730
-26
-1% -$5.56K 0.07% 91
2020
Q4 		$377K Sell
1,756
-156
-8% -$33.9K 0.08% 87
2020
Q3 		$420K Sell
1,912
-44
-2% -$9.03K 0.09% 77
2020
Q2 		$361K Sell
1,956
-407
-17% -$74.6K 0.08% 85
2020
Q1 		$391K Buy
2,363
+400
+20% +$78.8K 0.1% 82
2019
Q4 		$388K Buy
1,963
+5
+0.3% +$992 0.13% 76
2019
Q3 		$421K Buy
1,958
+58
+3% +$12.4K 0.15% 68
2019
Q2 		$394K Sell
1,900
-101
-5% -$20K 0.15% 68
2019
Q1 		$380K Buy
2,001
+564
+39% +$102K 0.15% 72
2018
Q4 		$255K Buy
1,437
+110
+8% +$19.5K 0.12% 82
2018
Q3 		$222K Buy
1,327
+4
+0.3% +$641 0.1% 94
2018
Q2 		$207K Buy
+1,323
New +$215K 0.1% 101
2016
Q3 		– Sell
-1,925
Closed -$232K – 119
2016
Q2 		$232K Sell
1,925
-715
-27% -$89.5K 0.09% 98
2016
Q1 		$330K Sell
2,640
-134
-5% -$16K 0.12% 92
2015
Q4 		$328K Buy
2,774
+572
+26% +$64K 0.13% 87
2015
Q3 		$217K Sell
2,202
-30
-1% -$2.92K 0.12% 92
2015
Q2 		$212K Buy
2,232
+2,026
+983% +$196K 0.12% 89
2015
Q1 		$2.11K Buy
+206
New +$19.5K 0.03% 92

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Domani Wealth's MCD Position: Q1 2023 in Review

Domani Wealth held its McDonald's (MCD) position steady in Q1 2023 at 1,892 shares worth $529K. The position accounts for 0.12% of the portfolio, ranked #72.

Domani Wealth first reported a position in MCD in Q1 2015 and has held it in 26 quarters since. 2,945 funds tracked by Wall St. Rank hold MCD as of Q1 2023.

  • Domani Wealth held 1,892 shares of McDonald's worth $529K as of Q1 2023.
  • Domani Wealth left its McDonald's share count unchanged in Q1 2023.
  • McDonald's made up 0.12% of Domani Wealth's portfolio in Q1 2023, its #72 holding.
  • Domani Wealth first reported a position in McDonald's in Q1 2015 and has held it in 26 quarters since.
  • 2,945 funds tracked by Wall St. Rank held McDonald's as of Q1 2023.

Based on Domani Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.