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Equius Partners’s McDonald's MCD Stock Holding History

Equius 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
2022
Q4 		$209K Buy
+794
New +$209K 0.06% 22
2022
Q1 		– Sell
-910
Closed -$244K – 19
2021
Q4 		$244K Buy
+910
New +$230K 0.1% 16

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

Equius Partners's MCD Position: Q4 2022 in Review

Equius Partners opened a new position in McDonald's (MCD) in Q4 2022: 794 shares worth $209K. The stake represents 0.06% of the portfolio and ranks #22 among its holdings. This is a return to the name: Equius Partners previously reported a position in MCD as recently as Q4 2021.

Equius Partners first reported a position in MCD in Q4 2021 and has held it in 2 quarters since. The position peaked at $244K in Q4 2021. 2,920 funds tracked by Wall St. Rank hold MCD as of Q4 2022.

  • Equius Partners held 794 shares of McDonald's worth $209K as of Q4 2022.
  • McDonald's was a new Equius Partners position in Q4 2022.
  • McDonald's made up 0.06% of Equius Partners's portfolio in Q4 2022, its #22 holding.
  • Equius Partners first reported a position in McDonald's in Q4 2021 and has held it in 2 quarters since.
  • Equius Partners's McDonald's position peaked at $244K in Q4 2021.
  • 2,920 funds tracked by Wall St. Rank held McDonald's as of Q4 2022.

Based on Equius Partners's 13F filing for Q4 2022, filed 27 Jan 2023.