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F3Logic’s McDonald's MCD Stock Holding History

F3Logic’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 		$1.13M Sell
4,278
-472
-10% -$125K 0.24% 45
2022
Q3 		$1.08M Buy
4,750
+21
+0.4% +$5.37K 0.23% 54
2022
Q2 		$1.17M Buy
4,729
+1,844
+64% +$454K 0.2% 58
2022
Q1 		$704K Sell
2,885
-120
-4% -$29.9K 0.1% 109
2021
Q4 		$806K Buy
3,005
+1,313
+78% +$332K 0.09% 128
2021
Q3 		$407K Sell
1,692
-18
-1% -$4.3K 0.05% 160
2021
Q2 		$395K Sell
1,710
-2,535
-60% -$590K 0.05% 162
2021
Q1 		$940K Sell
4,245
-8,554
-67% -$1.83M 0.13% 109
2020
Q4 		$2.8M Sell
12,799
-334
-3% -$72.6K 0.4% 38
2020
Q3 		$2.88K Buy
13,133
+363
+3% +$74.5K 0.07% 180
2020
Q2 		$2.33M Buy
12,770
+1,016
+9% +$186K 0.43% 45
2020
Q1 		$1.9M Sell
11,754
-283
-2% -$55.8K 0.41% 39
2019
Q4 		$2.4M Buy
12,037
+1,535
+15% +$304K 0.45% 55
2019
Q3 		$2.29M Sell
10,502
-3,631
-26% -$778K 0.52% 41
2019
Q2 		$2.92M Buy
14,133
+753
+6% +$149K 0.55% 38
2019
Q1 		$2.55M Sell
13,380
-2,918
-18% -$530K 0.55% 33
2018
Q4 		$2.89M Buy
16,298
+14,598
+859% +$2.59M 0.86% 24
2018
Q3 		$288K Sell
1,700
-15
-0.9% -$2.4K 0.39% 62
2018
Q2 		$268K Buy
1,715
+126
+8% +$20.4K 0.19% 86
2018
Q1 		$248K Buy
+1,589
New +$261K 0.19% 91

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

F3Logic's MCD Position: Q4 2022 in Review

F3Logic reduced its McDonald's (MCD) stake by 9.9% in Q4 2022, selling an estimated $125K and leaving 4,278 shares worth $1.13M. The position accounts for 0.24% of the portfolio, ranked #45.

F3Logic first reported a position in MCD in Q1 2018 and has held it in 20 quarters since. The position peaked at $2.92M in Q2 2019. 2,920 funds tracked by Wall St. Rank hold MCD as of Q4 2022.

  • F3Logic held 4,278 shares of McDonald's worth $1.13M as of Q4 2022.
  • F3Logic sold 472 McDonald's shares in Q4 2022, an estimated $125K.
  • McDonald's made up 0.24% of F3Logic's portfolio in Q4 2022, its #45 holding.
  • F3Logic first reported a position in McDonald's in Q1 2018 and has held it in 20 quarters since.
  • F3Logic's McDonald's position peaked at $2.92M in Q2 2019.
  • 2,920 funds tracked by Wall St. Rank held McDonald's as of Q4 2022.

Based on F3Logic's 13F filing for Q4 2022, filed 14 Feb 2023.