GW & Wade’s McDonald's MCD Stock Holding History

GW & Wade’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 Q4	$6.32M	Buy	21,303 +1,730	+9%	+$471K	0.21%	94
2023 Q3	$5.16M	Buy	19,573 +1,196	+7%	+$341K	0.19%	95
2023 Q2	$5.48M	Sell	18,377 -680	-4%	-$198K	0.2%	89
2023 Q1	$5.33M	Sell	19,057 -366	-2%	-$98.1K	0.2%	89
2022 Q4	$5.12M	Buy	19,423 +130	+0.7%	+$34.3K	0.21%	88
2022 Q3	$4.45M	Buy	19,293 +1,421	+8%	+$363K	0.22%	86
2022 Q2	$4.41M	Buy	17,872 +964	+6%	+$237K	0.2%	87
2022 Q1	$4.18M	Sell	16,908 -191	-1%	-$47.6K	0.18%	89
2021 Q4	$4.58M	Sell	17,099 -41	-0.2%	-$10.4K	0.2%	83
2021 Q3	$4.13M	Buy	17,140 +465	+3%	+$111K	0.2%	84
2021 Q2	$3.85M	Sell	16,675 -826	-5%	-$192K	0.19%	89
2021 Q1	$3.92M	Buy	17,501 +4,443	+34%	+$950K	0.21%	81
2020 Q4	$2.8M	Buy	13,058 +6,913	+112%	+$1.5M	0.17%	85
2020 Q3	$1.35M	Sell	6,145 -107	-2%	-$22K	0.1%	103
2020 Q2	$1.15M	Buy	6,252 +236	+4%	+$43.3K	0.09%	108
2020 Q1	$995K	Sell	6,016 -12	-0.2%	-$2.36K	0.09%	108
2019 Q4	$1.19M	Sell	6,028 -85	-1%	-$16.9K	0.09%	115
2019 Q3	$1.31M	Buy	6,113 +158	+3%	+$33.9K	0.11%	105
2019 Q2	$1.24M	Sell	5,955 -60	-1%	-$11.9K	0.11%	106
2019 Q1	$1.14M	Sell	6,015 -250	-4%	-$45.4K	0.11%	107
2018 Q4	$1.11M	Sell	6,265 -29	-0.5%	-$5.14K	0.12%	105
2018 Q3	$1.05M	Buy	6,294 +9	+0.1%	+$1.44K	0.11%	111
2018 Q2	$985K	Buy	6,285 +478	+8%	+$77.5K	0.11%	112
2018 Q1	$908K	Sell	5,807 -56	-1%	-$9.21K	0.11%	111
2017 Q4	$1.01M	Sell	5,863 -12	-0.2%	-$2.02K	0.12%	100
2017 Q3	$920K	Buy	5,875 +9	+0.2%	+$1.41K	0.11%	101
2017 Q2	$899K	Sell	5,866 -171	-3%	-$24.7K	0.11%	101
2017 Q1	$783K	Sell	6,037 -36,085	-86%	-$4.53M	0.1%	104
2016 Q4	$5.13M	Sell	42,122 -3,986	-9%	-$467K	0.84%	34
2016 Q3	$5.32M	Buy	46,108 +698	+2%	+$82.7K	0.96%	32
2016 Q2	$5.46M	Buy	45,410 +5,836	+15%	+$731K	0.94%	30
2016 Q1	$4.97M	Buy	39,574 +824	+2%	+$98.5K	0.97%	31
2015 Q4	$4.58M	Buy	38,750 +1,773	+5%	+$198K	0.96%	29
2015 Q3	$3.64M	Sell	36,977 -7	-0%	-$682	0.81%	32
2015 Q2	$3.52M	Sell	36,984 -1,438	-4%	-$139K	0.7%	37
2015 Q1	$3.74M	Buy	38,422 +1,143	+3%	+$108K	0.7%	38
2014 Q4	$3.49M	Sell	37,279 -864	-2%	-$80.9K	0.91%	38
2014 Q3	$3.62M	Buy	38,143 +2,967	+8%	+$283K	1.05%	34
2014 Q2	$3.54M	Buy	35,176 +448	+1%	+$45.2K	1.05%	36
2014 Q1	$3.4M	Buy	34,728 +1,343	+4%	+$128K	1.1%	36
2013 Q4	$3.24M	Sell	33,385 -462	-1%	-$44.4K	1.05%	38
2013 Q3	$3.26M	Buy	33,847 +287	+0.9%	+$28K	1.13%	38
2013 Q2	$3.32M	Buy	+33,560	New	+$3.36M	1.2%	32

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

GW & Wade's MCD Position: Q4 2023 in Review

GW & Wade increased its McDonald's (MCD) stake by 8.8% in Q4 2023, buying an estimated $471K and bringing the position to 21,303 shares worth $6.32M. The position accounts for 0.21% of the portfolio, ranked #94.

GW & Wade first reported a position in MCD in Q2 2013 and has held it in 43 quarters since. 3,185 funds tracked by Wall St. Rank hold MCD as of Q4 2023.

GW & Wade held 21,303 shares of McDonald's worth $6.32M as of Q4 2023.
GW & Wade bought 1,730 McDonald's shares in Q4 2023, an estimated $471K.
McDonald's made up 0.21% of GW & Wade's portfolio in Q4 2023, its #94 holding.
GW & Wade first reported a position in McDonald's in Q2 2013 and has held it in 43 quarters since.
3,185 funds tracked by Wall St. Rank held McDonald's as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.