First Capital Advisors Group’s McDonald's MCD Stock Holding History

First Capital Advisors Group’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 Q2	$411K	Sell	1,376 -35	-2%	-$10.2K	0.21%	86
2023 Q1	$394K	Sell	1,411 -40	-3%	-$10.7K	0.25%	86
2022 Q4	$382K	Sell	1,451 -236	-14%	-$62.3K	0.26%	92
2022 Q3	$389K	Sell	1,687 -212	-11%	-$54.2K	0.32%	87
2022 Q2	$469K	Buy	+1,899	New	+$468K	0.32%	77
2018 Q2	–	Sell	-660	Closed	-$103K	–	524
2018 Q1	$103K	Buy	+660	New	+$109K	0.06%	209

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

First Capital Advisors Group's MCD Position: Q2 2023 in Review

First Capital Advisors Group reduced its McDonald's (MCD) stake by 2.5% in Q2 2023, selling an estimated $10.2K and leaving 1,376 shares worth $411K. The position accounts for 0.21% of the portfolio, ranked #86.

First Capital Advisors Group first reported a position in MCD in Q1 2018 and has held it in 6 quarters since. The position peaked at $469K in Q2 2022. 3,002 funds tracked by Wall St. Rank hold MCD as of Q2 2023.

First Capital Advisors Group held 1,376 shares of McDonald's worth $411K as of Q2 2023.
First Capital Advisors Group sold 35 McDonald's shares in Q2 2023, an estimated $10.2K.
McDonald's made up 0.21% of First Capital Advisors Group's portfolio in Q2 2023, its #86 holding.
First Capital Advisors Group first reported a position in McDonald's in Q1 2018 and has held it in 6 quarters since.
First Capital Advisors Group's McDonald's position peaked at $469K in Q2 2022.
3,002 funds tracked by Wall St. Rank held McDonald's as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.