Goodwin Investment Advisory’s McDonald's MCD Stock Holding History

Goodwin Investment Advisory’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	-521	Closed	-$137K	–	162
2022 Q4	$137K	Hold	521	–	–	0.1%	52
2022 Q3	$120K	Buy	521 +358	+220%	+$91.5K	0.09%	57
2022 Q2	$40.2K	Sell	163 -395	-71%	-$97.3K	0.03%	79
2022 Q1	$138K	Buy	558 +387	+226%	+$96.4K	0.09%	49
2021 Q4	$46K	Hold	171	–	–	0.03%	81
2021 Q3	$41K	Hold	171	–	–	0.04%	83
2021 Q2	$39K	Hold	171	–	–	0.04%	83
2021 Q1	$38K	Buy	+171	New	+$36.6K	0.04%	90

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

Goodwin Investment Advisory's MCD Position: Q1 2023 in Review

Goodwin Investment Advisory sold out of McDonald's (MCD) in Q1 2023, closing a stake of 521 shares — an estimated $137K sold.

Goodwin Investment Advisory first reported a position in MCD in Q1 2021 and held it in 8 quarters. The position peaked at $138K in Q1 2022. 2,944 funds tracked by Wall St. Rank hold MCD as of Q1 2023.

Goodwin Investment Advisory reported no remaining McDonald's position as of Q1 2023 after selling out during the quarter.
Goodwin Investment Advisory sold 521 McDonald's shares in Q1 2023, an estimated $137K.
Goodwin Investment Advisory first reported a position in McDonald's in Q1 2021 and held it in 8 quarters.
Goodwin Investment Advisory's McDonald's position peaked at $138K in Q1 2022.
2,944 funds tracked by Wall St. Rank held McDonald's as of Q1 2023.

Based on Goodwin Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.