First National Bank of South Miami’s McDonald's MCD Stock Holding History

First National Bank of South Miami’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	$145K	Hold	486	–	–	0.12%	143
2023 Q1	$136K	Sell	486 -17	-3%	-$4.55K	0.11%	147
2022 Q4	$133K	Hold	503	–	–	0.1%	151
2022 Q3	$116K	Sell	503 -40	-7%	-$10.2K	0.09%	156
2022 Q2	$134K	Sell	543 -32	-6%	-$7.88K	0.09%	158
2022 Q1	$142K	Sell	575 -7	-1%	-$1.74K	0.09%	163
2021 Q4	$156K	Buy	582 +32	+6%	+$8.08K	0.09%	151
2021 Q3	$133K	Hold	550	–	–	0.09%	152
2021 Q2	$127K	Sell	550 -2	-0.4%	-$465	0.09%	152
2021 Q1	$124K	Hold	552	–	–	0.09%	142
2020 Q4	$119K	Buy	552 +7	+1%	+$1.52K	0.1%	139
2020 Q3	$120K	Sell	545 -358	-40%	-$73.5K	0.11%	131
2020 Q2	$167K	Hold	903	–	–	0.18%	106
2020 Q1	$149K	Hold	903	–	–	0.19%	107
2019 Q4	$178K	Hold	903	–	–	0.18%	111
2019 Q3	$196K	Hold	903	–	–	0.19%	104
2019 Q2	$190K	Sell	903 -188	-17%	-$37.2K	0.18%	109
2019 Q1	$207K	Hold	1,091	–	–	0.2%	101
2018 Q4	$195K	Buy	+1,091	New	+$193K	0.19%	106

Other funds holding MCD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 National Bank of South Miami's MCD Position: Q2 2023 in Review

First National Bank of South Miami held its McDonald's (MCD) position steady in Q2 2023 at 486 shares worth $145K. The position accounts for 0.12% of the portfolio, ranked #143.

First National Bank of South Miami first reported a position in MCD in Q4 2018 and has held it in 19 quarters since. The position peaked at $207K in Q1 2019. 3,004 funds tracked by Wall St. Rank hold MCD as of Q2 2023.

First National Bank of South Miami held 486 shares of McDonald's worth $145K as of Q2 2023.
First National Bank of South Miami left its McDonald's share count unchanged in Q2 2023.
McDonald's made up 0.12% of First National Bank of South Miami's portfolio in Q2 2023, its #143 holding.
First National Bank of South Miami first reported a position in McDonald's in Q4 2018 and has held it in 19 quarters since.
First National Bank of South Miami's McDonald's position peaked at $207K in Q1 2019.
3,004 funds tracked by Wall St. Rank held McDonald's as of Q2 2023.

Based on First National Bank of South Miami's 13F filing for Q2 2023, filed 12 Jul 2023.