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Ergoteles’s McDonald's MCD Stock Holding History

Ergoteles’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
-3,644
Closed -$841K – 1711
2022
Q3 		$841K Buy
3,644
+2,039
+127% +$521K 0.03% 556
2022
Q2 		$396K Buy
+1,605
New +$395K 0.01% 959
2022
Q1 		– Sell
-2,467
Closed -$661K – 1467
2021
Q4 		$661K Buy
+2,467
New +$623K 0.03% 541
2021
Q1 		– Sell
-15,050
Closed -$3.23M – 955
2020
Q4 		$3.23M Buy
+15,050
New +$3.27M 0.11% 194

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

Ergoteles's MCD Position: Q4 2022 in Review

Ergoteles sold out of McDonald's (MCD) in Q4 2022, closing a stake of 3,644 shares — an estimated $841K sold.

Ergoteles first reported a position in MCD in Q4 2020 and held it in 4 quarters. The position peaked at $3.23M in Q4 2020. 2,920 funds tracked by Wall St. Rank hold MCD as of Q4 2022.

  • Ergoteles reported no remaining McDonald's position as of Q4 2022 after selling out during the quarter.
  • Ergoteles sold 3,644 McDonald's shares in Q4 2022, an estimated $841K.
  • Ergoteles first reported a position in McDonald's in Q4 2020 and held it in 4 quarters.
  • Ergoteles's McDonald's position peaked at $3.23M in Q4 2020.
  • 2,920 funds tracked by Wall St. Rank held McDonald's as of Q4 2022.

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