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First Command Bank’s McDonald's MCD Stock Holding History

First Command Bank’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 		$720K Sell
2,413
-85
-3% -$24.7K 0.07% 71
2023
Q1 		$698K Sell
2,498
-65
-3% -$17.4K 0.07% 70
2022
Q4 		$675K Buy
2,563
+11
+0.4% +$2.9K 0.09% 65
2022
Q3 		$589K Buy
2,552
+37
+1% +$9.46K 0.09% 68
2022
Q2 		$621K Buy
2,515
+250
+11% +$61.6K 0.09% 66
2022
Q1 		$560K Sell
2,265
-182
-7% -$45.3K 0.08% 78
2021
Q4 		$590K Hold
2,447
– – 0.1% 77
2021
Q3 		$590K Buy
2,447
+212
+9% +$50.6K 0.1% 77
2021
Q2 		$516K Sell
2,235
-50
-2% -$11.6K 0.06% 83
2021
Q1 		$512K Sell
2,285
-48
-2% -$10.3K 0.11% 81
2020
Q4 		$501K Sell
2,333
-28
-1% -$6.09K 0.12% 75
2020
Q3 		$518K Sell
2,361
-133
-5% -$27.3K 0.15% 65
2020
Q2 		$460K Buy
2,494
+336
+16% +$61.6K 0.15% 69
2020
Q1 		$357K Buy
2,158
+207
+11% +$40.8K 0.19% 77
2019
Q4 		$385K Buy
1,951
+115
+6% +$22.8K 0.18% 84
2019
Q3 		$394K Sell
1,836
-21
-1% -$4.5K 0.2% 77
2019
Q2 		$386K Buy
1,857
+48
+3% +$9.51K 0.19% 80
2019
Q1 		$344K Sell
1,809
-16
-0.9% -$2.9K 0.17% 81
2018
Q4 		$324K Sell
1,825
-336
-16% -$59.6K 0.17% 75
2018
Q3 		$361K Buy
2,161
+500
+30% +$80.1K 0.1% 85
2018
Q2 		$260K Sell
1,661
-426
-20% -$69.1K 0.08% 103
2018
Q1 		$326K Sell
2,087
-276
-12% -$45.4K 0.18% 76
2017
Q4 		$407K Hold
2,363
– – 0.23% 64
2017
Q3 		$370K Sell
2,363
-83
-3% -$13K 0.23% 66
2017
Q2 		$375K Buy
2,446
+23
+0.9% +$3.32K 0.25% 67
2017
Q1 		$314K Buy
2,423
+44
+2% +$5.52K 0.22% 70
2016
Q4 		$289K Buy
+2,379
New +$279K 0.23% 73

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Command Bank's MCD Position: Q2 2023 in Review

First Command Bank reduced its McDonald's (MCD) stake by 3.4% in Q2 2023, selling an estimated $24.7K and leaving 2,413 shares worth $720K. The position accounts for 0.07% of the portfolio, ranked #71.

First Command Bank first reported a position in MCD in Q4 2016 and has held it in 27 quarters since. 3,002 funds tracked by Wall St. Rank hold MCD as of Q2 2023.

  • First Command Bank held 2,413 shares of McDonald's worth $720K as of Q2 2023.
  • First Command Bank sold 85 McDonald's shares in Q2 2023, an estimated $24.7K.
  • McDonald's made up 0.07% of First Command Bank's portfolio in Q2 2023, its #71 holding.
  • First Command Bank first reported a position in McDonald's in Q4 2016 and has held it in 27 quarters since.
  • 3,002 funds tracked by Wall St. Rank held McDonald's as of Q2 2023.

Based on First Command Bank's 13F filing for Q2 2023, filed 21 Jul 2023.