EWG Elevate’s McDonald's MCD Stock Holding History

EWG Elevate’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 Q1	–	Sell	-396	Closed	-$104K	–	470
2022 Q4	$104K	Buy	+396	New	+$104K	0.05%	117

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

EWG Elevate's MCD Position: Q1 2023 in Review

EWG Elevate sold out of McDonald's (MCD) in Q1 2023, closing a stake of 396 shares — an estimated $104K sold.

EWG Elevate first reported a position in MCD in Q4 2022 and held it in 1 quarter. The position peaked at $104K in Q4 2022. 2,944 funds tracked by Wall St. Rank hold MCD as of Q1 2023.

EWG Elevate reported no remaining McDonald's position as of Q1 2023 after selling out during the quarter.
EWG Elevate sold 396 McDonald's shares in Q1 2023, an estimated $104K.
EWG Elevate first reported a position in McDonald's in Q4 2022 and held it in 1 quarter.
EWG Elevate's McDonald's position peaked at $104K in Q4 2022.
2,944 funds tracked by Wall St. Rank held McDonald's as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.