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ERTS Wealth Advisors’s McDonald's MCD Stock Holding History

ERTS Wealth 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
-676
Closed -$202K – 88
2023
Q2 		$202K Buy
+676
New +$196K 0.05% 90
2022
Q2 		– Sell
-863
Closed -$213K – 94
2022
Q1 		$213K Sell
863
-265
-23% -$66K 0.06% 87
2021
Q4 		$301K Sell
1,128
-1
-0.1% -$252 0.07% 67
2021
Q3 		$272K Buy
1,129
+12
+1% +$2.86K 0.07% 68
2021
Q2 		$258K Sell
1,117
-154
-12% -$35.8K 0.07% 74
2021
Q1 		$285K Buy
1,271
+310
+32% +$66.3K 0.08% 68
2020
Q4 		$206K Buy
+961
New +$209K 0.07% 74
2019
Q1 		– Sell
-660
Closed -$117K – 221
2018
Q4 		$117K Buy
+660
New +$117K 0.08% 103

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

ERTS Wealth Advisors's MCD Position: Q3 2023 in Review

ERTS Wealth Advisors sold out of McDonald's (MCD) in Q3 2023, closing a stake of 676 shares — an estimated $202K sold.

ERTS Wealth Advisors first reported a position in MCD in Q4 2018 and held it in 8 quarters. The position peaked at $301K in Q4 2021. 2,992 funds tracked by Wall St. Rank hold MCD as of Q3 2023.

  • ERTS Wealth Advisors reported no remaining McDonald's position as of Q3 2023 after selling out during the quarter.
  • ERTS Wealth Advisors sold 676 McDonald's shares in Q3 2023, an estimated $202K.
  • ERTS Wealth Advisors first reported a position in McDonald's in Q4 2018 and held it in 8 quarters.
  • ERTS Wealth Advisors's McDonald's position peaked at $301K in Q4 2021.
  • 2,992 funds tracked by Wall St. Rank held McDonald's as of Q3 2023.

Based on ERTS Wealth Advisors's 13F filing for Q3 2023, filed 16 Oct 2023.