FourThought Financial’s McDonald's MCD Stock Holding History

FourThought Financial’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 Q3	$1.03M	Sell	4,444 -520	-10%	-$133K	0.15%	112
2022 Q2	$1.23M	Buy	4,964 +139	+3%	+$34.2K	0.18%	103
2022 Q1	$1.19M	Buy	4,825 +862	+22%	+$215K	0.15%	113
2021 Q4	$1.06M	Sell	3,963 -101	-2%	-$25.5K	0.13%	119
2021 Q3	$979K	Sell	4,064 -86	-2%	-$20.5K	0.13%	128
2021 Q2	$958K	Buy	4,150 +3	+0.1%	+$698	0.13%	139
2021 Q1	$929K	Sell	4,147 -477	-10%	-$102K	0.13%	133
2020 Q4	$992K	Buy	+4,624	New	+$1.01M	0.16%	113

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

Norges Bank Oslo, Norway $935B AUM

FourThought Financial's MCD Position: Q3 2022 in Review

FourThought Financial reduced its McDonald's (MCD) stake by 10% in Q3 2022, selling an estimated $133K and leaving 4,444 shares worth $1.03M. The position accounts for 0.15% of the portfolio, ranked #112.

FourThought Financial first reported a position in MCD in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.23M in Q2 2022. 2,696 funds tracked by Wall St. Rank hold MCD as of Q3 2022.

FourThought Financial held 4,444 shares of McDonald's worth $1.03M as of Q3 2022.
FourThought Financial sold 520 McDonald's shares in Q3 2022, an estimated $133K.
McDonald's made up 0.15% of FourThought Financial's portfolio in Q3 2022, its #112 holding.
FourThought Financial first reported a position in McDonald's in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's McDonald's position peaked at $1.23M in Q2 2022.
2,696 funds tracked by Wall St. Rank held McDonald's as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.