Helen Stephens Group’s McDonald's MCD Stock Holding History

Helen Stephens Group’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	–	Sell	-737	Closed	-$220K	–	68
2023 Q2	$220K	Hold	737	–	–	0.11%	63
2023 Q1	$206K	Buy	+737	New	+$197K	0.11%	69

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

Helen Stephens Group's MCD Position: Q3 2023 in Review

Helen Stephens Group sold out of McDonald's (MCD) in Q3 2023, closing a stake of 737 shares — an estimated $220K sold.

Helen Stephens Group first reported a position in MCD in Q1 2023 and held it in 2 quarters. The position peaked at $220K in Q2 2023. 2,993 funds tracked by Wall St. Rank hold MCD as of Q3 2023.

Helen Stephens Group reported no remaining McDonald's position as of Q3 2023 after selling out during the quarter.
Helen Stephens Group sold 737 McDonald's shares in Q3 2023, an estimated $220K.
Helen Stephens Group first reported a position in McDonald's in Q1 2023 and held it in 2 quarters.
Helen Stephens Group's McDonald's position peaked at $220K in Q2 2023.
2,993 funds tracked by Wall St. Rank held McDonald's as of Q3 2023.

Based on Helen Stephens Group's 13F filing for Q3 2023, filed 30 Oct 2023.