EWP
MCD icon

Engrave Wealth Partners’s McDonald's MCD Stock Holding History

Engrave Wealth Partners’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
Q4 		$205K Buy
+693
New +$189K 0.06% 76
2020
Q3 		– Sell
-1,040
Closed -$191K – 273
2020
Q2 		$191K Buy
1,040
+2
+0.2% +$367 0.17% 52
2020
Q1 		$171K Sell
1,038
-68
-6% -$13.4K 0.2% 44
2019
Q4 		$218K Buy
+1,106
New +$219K 0.21% 41

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Engrave Wealth Partners's MCD Position: Q4 2023 in Review

Engrave Wealth Partners opened a new position in McDonald's (MCD) in Q4 2023: 693 shares worth $205K. The stake represents 0.06% of the portfolio and ranks #76 among its holdings. This is a return to the name: Engrave Wealth Partners previously reported a position in MCD as recently as Q2 2020.

Engrave Wealth Partners first reported a position in MCD in Q4 2019 and has held it in 4 quarters since. The position peaked at $218K in Q4 2019. 3,185 funds tracked by Wall St. Rank hold MCD as of Q4 2023.

  • Engrave Wealth Partners held 693 shares of McDonald's worth $205K as of Q4 2023.
  • McDonald's was a new Engrave Wealth Partners position in Q4 2023.
  • McDonald's made up 0.06% of Engrave Wealth Partners's portfolio in Q4 2023, its #76 holding.
  • Engrave Wealth Partners first reported a position in McDonald's in Q4 2019 and has held it in 4 quarters since.
  • Engrave Wealth Partners's McDonald's position peaked at $218K in Q4 2019.
  • 3,185 funds tracked by Wall St. Rank held McDonald's as of Q4 2023.

Based on Engrave Wealth Partners's 13F filing for Q4 2023, filed 16 Jan 2024.