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DSC Advisors’s McDonald's MCD Stock Holding History

DSC 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
Q4 		– Sell
-1,393
Closed -$321K – 59
2022
Q3 		$321K Sell
1,393
-254
-15% -$64.9K 0.33% 61
2022
Q2 		$407K Sell
1,647
-269
-14% -$66.2K 0.41% 44
2022
Q1 		$474K Buy
1,916
+1,164
+155% +$290K 0.16% 54
2021
Q4 		$202K Sell
752
-125
-14% -$31.6K 0.16% 69
2021
Q3 		$211K Sell
877
-60
-6% -$14.3K 0.21% 68
2021
Q2 		$216K Buy
937
+15
+2% +$3.49K 0.16% 67
2021
Q1 		$207K Buy
+922
New +$197K 0.13% 81
2018
Q1 		– Sell
-1,457
Closed -$251K – 86
2017
Q4 		$251K Buy
+1,457
New +$245K 0.15% 59

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

DSC Advisors's MCD Position: Q4 2022 in Review

DSC Advisors sold out of McDonald's (MCD) in Q4 2022, closing a stake of 1,393 shares — an estimated $321K sold.

DSC Advisors first reported a position in MCD in Q4 2017 and held it in 8 quarters. The position peaked at $474K in Q1 2022. 2,920 funds tracked by Wall St. Rank hold MCD as of Q4 2022.

  • DSC Advisors reported no remaining McDonald's position as of Q4 2022 after selling out during the quarter.
  • DSC Advisors sold 1,393 McDonald's shares in Q4 2022, an estimated $321K.
  • DSC Advisors first reported a position in McDonald's in Q4 2017 and held it in 8 quarters.
  • DSC Advisors's McDonald's position peaked at $474K in Q1 2022.
  • 2,920 funds tracked by Wall St. Rank held McDonald's as of Q4 2022.

Based on DSC Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.