Hall Private Wealth Advisors’s McDonald's MCD Stock Holding History

Hall Private Wealth Advisors’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 Q3	$259K	Sell	982 -15	-2%	-$4.28K	0.17%	37
2023 Q2	$298K	Buy	997 +22	+2%	+$6.39K	0.16%	40
2023 Q1	$273K	Buy	+975	New	+$261K	0.14%	44
2022 Q1	–	Sell	-1,516	Closed	-$406K	–	51
2021 Q4	$406K	Buy	+1,516	New	+$383K	0.25%	35

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Norges Bank Oslo, Norway $935B AUM

Hall Private Wealth Advisors's MCD Position: Q3 2023 in Review

Hall Private Wealth Advisors reduced its McDonald's (MCD) stake by 1.5% in Q3 2023, selling an estimated $4.28K and leaving 982 shares worth $259K. The position accounts for 0.17% of the portfolio, ranked #37.

Hall Private Wealth Advisors first reported a position in MCD in Q4 2021 and has held it in 4 quarters since. The position peaked at $406K in Q4 2021. 2,992 funds tracked by Wall St. Rank hold MCD as of Q3 2023.

Hall Private Wealth Advisors held 982 shares of McDonald's worth $259K as of Q3 2023.
Hall Private Wealth Advisors sold 15 McDonald's shares in Q3 2023, an estimated $4.28K.
McDonald's made up 0.17% of Hall Private Wealth Advisors's portfolio in Q3 2023, its #37 holding.
Hall Private Wealth Advisors first reported a position in McDonald's in Q4 2021 and has held it in 4 quarters since.
Hall Private Wealth Advisors's McDonald's position peaked at $406K in Q4 2021.
2,992 funds tracked by Wall St. Rank held McDonald's as of Q3 2023.

Based on Hall Private Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.