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Echo45 Advisors’s McDonald's MCD Stock Holding History

Echo45 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
2023
Q3 		– Sell
-686
Closed -$205K – 47
2023
Q2 		$205K Buy
+686
New +$199K 0.17% 46
2022
Q3 		– Sell
-997
Closed -$246K – 47
2022
Q2 		$246K Sell
997
-581
-37% -$143K 0.23% 39
2022
Q1 		$390K Sell
1,578
-449
-22% -$112K 0.31% 42
2021
Q4 		$543K Buy
+2,027
New +$512K 0.43% 42

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

Echo45 Advisors's MCD Position: Q3 2023 in Review

Echo45 Advisors sold out of McDonald's (MCD) in Q3 2023, closing a stake of 686 shares — an estimated $205K sold.

Echo45 Advisors first reported a position in MCD in Q4 2021 and held it in 4 quarters. The position peaked at $543K in Q4 2021. 2,992 funds tracked by Wall St. Rank hold MCD as of Q3 2023.

  • Echo45 Advisors reported no remaining McDonald's position as of Q3 2023 after selling out during the quarter.
  • Echo45 Advisors sold 686 McDonald's shares in Q3 2023, an estimated $205K.
  • Echo45 Advisors first reported a position in McDonald's in Q4 2021 and held it in 4 quarters.
  • Echo45 Advisors's McDonald's position peaked at $543K in Q4 2021.
  • 2,992 funds tracked by Wall St. Rank held McDonald's as of Q3 2023.

Based on Echo45 Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.