FMB Wealth Management’s McDonald's MCD Stock Holding History

FMB Wealth Management’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	-1,194	Closed	-$315K	–	56
2022 Q4	$315K	Buy	+1,194	New	+$315K	0.41%	33

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

FMB Wealth Management's MCD Position: Q1 2023 in Review

FMB Wealth Management sold out of McDonald's (MCD) in Q1 2023, closing a stake of 1,194 shares — an estimated $315K sold.

FMB Wealth Management first reported a position in MCD in Q4 2022 and held it in 1 quarter. The position peaked at $315K in Q4 2022. 2,944 funds tracked by Wall St. Rank hold MCD as of Q1 2023.

FMB Wealth Management reported no remaining McDonald's position as of Q1 2023 after selling out during the quarter.
FMB Wealth Management sold 1,194 McDonald's shares in Q1 2023, an estimated $315K.
FMB Wealth Management first reported a position in McDonald's in Q4 2022 and held it in 1 quarter.
FMB Wealth Management's McDonald's position peaked at $315K in Q4 2022.
2,944 funds tracked by Wall St. Rank held McDonald's as of Q1 2023.

Based on FMB Wealth Management's 13F filing for Q1 2023, filed 15 Oct 2024.