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Heritage Wealth Management (Arizona)’s McDonald's MCD Stock Holding History

Heritage Wealth Management (Arizona)’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 		$125K Buy
474
+87
+22% +$23K 0.02% 386
2022
Q3 		$89K Hold
387
– – 0.03% 335
2022
Q2 		$95.5K Hold
387
– – 0.03% 341
2022
Q1 		$96K Buy
+387
New +$96.4K 0.03% 371
2021
Q3 		$106K Buy
438
+1
+0.2% +$239 0.04% 327
2021
Q2 		$101K Sell
437
-48
-10% -$11.2K 0.04% 338
2021
Q1 		$109K Buy
+485
New +$104K 0.06% 238

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s MCD Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its McDonald's (MCD) stake by 22% in Q4 2022, buying an estimated $23K and bringing the position to 474 shares worth $125K. The position accounts for 0.02% of the portfolio, ranked #386.

Heritage Wealth Management (Arizona) first reported a position in MCD in Q1 2021 and has held it in 7 quarters since. 2,920 funds tracked by Wall St. Rank hold MCD as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 474 shares of McDonald's worth $125K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 87 McDonald's shares in Q4 2022, an estimated $23K.
  • McDonald's made up 0.02% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #386 holding.
  • Heritage Wealth Management (Arizona) first reported a position in McDonald's in Q1 2021 and has held it in 7 quarters since.
  • 2,920 funds tracked by Wall St. Rank held McDonald's as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.