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Harrison & Co Wealth Management’s McDonald's MCD Stock Holding History

Harrison & Co 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
2022
Q4 		$1.01M Buy
3,830
+65
+2% +$17.1K 0.98% 33
2022
Q3 		$869K Sell
3,765
-290
-7% -$74.1K 0.92% 34
2022
Q2 		$1M Buy
4,055
+108
+3% +$26.6K 0.95% 32
2022
Q1 		$976K Sell
3,947
-78
-2% -$19.4K 0.86% 39
2021
Q4 		$1.08M Buy
+4,025
New +$1.02M 0.91% 34

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Harrison & Co Wealth Management's MCD Position: Q4 2022 in Review

Harrison & Co Wealth Management increased its McDonald's (MCD) stake by 1.7% in Q4 2022, buying an estimated $17.1K and bringing the position to 3,830 shares worth $1.01M. The position accounts for 0.98% of the portfolio, ranked #33.

Harrison & Co Wealth Management first reported a position in MCD in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.08M in Q4 2021. 2,922 funds tracked by Wall St. Rank hold MCD as of Q4 2022.

  • Harrison & Co Wealth Management held 3,830 shares of McDonald's worth $1.01M as of Q4 2022.
  • Harrison & Co Wealth Management bought 65 McDonald's shares in Q4 2022, an estimated $17.1K.
  • McDonald's made up 0.98% of Harrison & Co Wealth Management's portfolio in Q4 2022, its #33 holding.
  • Harrison & Co Wealth Management first reported a position in McDonald's in Q4 2021 and has held it in 5 quarters since.
  • Harrison & Co Wealth Management's McDonald's position peaked at $1.08M in Q4 2021.
  • 2,922 funds tracked by Wall St. Rank held McDonald's as of Q4 2022.

Based on Harrison & Co Wealth Management's 13F filing for Q4 2022, filed 17 Jan 2023.