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Highland Private Wealth Management’s McDonald's MCD Stock Holding History

Highland Private 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 		– Sell
-4,109
Closed -$948K – 93
2022
Q3 		$948K Buy
4,109
+350
+9% +$89.5K 0.15% 58
2022
Q2 		$928K Sell
3,759
-271
-7% -$66.7K 0.14% 58
2022
Q1 		$997K Buy
4,030
+134
+3% +$33.4K 0.13% 58
2021
Q4 		$1.04M Buy
3,896
+121
+3% +$30.6K 0.13% 60
2021
Q3 		$911K Buy
3,775
+107
+3% +$25.5K 0.13% 58
2021
Q2 		$847K Buy
3,668
+46
+1% +$10.7K 0.13% 61
2021
Q1 		$812K Sell
3,622
-18
-0.5% -$3.85K 0.13% 61
2020
Q4 		$781K Buy
3,640
+35
+1% +$7.61K 0.13% 60
2020
Q3 		$791K Sell
3,605
-100
-3% -$20.5K 0.16% 55
2020
Q2 		$683K Sell
3,705
-305
-8% -$55.9K 0.15% 56
2020
Q1 		$663K Buy
4,010
+952
+31% +$188K 0.18% 51
2019
Q4 		$604K Sell
3,058
-298
-9% -$59.1K 0.14% 60
2019
Q3 		$720K Buy
3,356
+733
+28% +$157K 0.2% 48
2019
Q2 		$545K Buy
2,623
+226
+9% +$44.8K 0.16% 57
2019
Q1 		$455K Buy
2,397
+7
+0.3% +$1.27K 0.14% 62
2018
Q4 		$424K Buy
2,390
+30
+1% +$5.32K 0.16% 57
2018
Q3 		$395K Buy
2,360
+60
+3% +$9.62K 0.13% 64
2018
Q2 		$361K Buy
+2,300
New +$373K 0.13% 64
2018
Q1 		– Sell
-2,252
Closed -$387K – 135
2017
Q4 		$387K Buy
2,252
+13
+0.6% +$2.18K 0.16% 57
2017
Q3 		$350K Buy
2,239
+57
+3% +$8.93K 0.15% 59
2017
Q2 		$335K Buy
2,182
+6
+0.3% +$867 0.16% 55
2017
Q1 		$283K Sell
2,176
-22
-1% -$2.76K 0.15% 55
2016
Q4 		$268K Sell
2,198
-5
-0.2% -$586 0.14% 61
2016
Q3 		$254K Sell
2,203
-16
-0.7% -$1.9K 0.13% 57
2016
Q2 		$267K Buy
2,219
+114
+5% +$14.3K 0.15% 59
2016
Q1 		$264K Buy
+2,105
New +$252K 0.16% 54

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

Highland Private Wealth Management's MCD Position: Q4 2022 in Review

Highland Private Wealth Management sold out of McDonald's (MCD) in Q4 2022, closing a stake of 4,109 shares — an estimated $948K sold.

Highland Private Wealth Management first reported a position in MCD in Q1 2016 and held it in 26 quarters. The position peaked at $1.04M in Q4 2021. 2,921 funds tracked by Wall St. Rank hold MCD as of Q4 2022.

  • Highland Private Wealth Management reported no remaining McDonald's position as of Q4 2022 after selling out during the quarter.
  • Highland Private Wealth Management sold 4,109 McDonald's shares in Q4 2022, an estimated $948K.
  • Highland Private Wealth Management first reported a position in McDonald's in Q1 2016 and held it in 26 quarters.
  • Highland Private Wealth Management's McDonald's position peaked at $1.04M in Q4 2021.
  • 2,921 funds tracked by Wall St. Rank held McDonald's as of Q4 2022.

Based on Highland Private Wealth Management's 13F filing for Q4 2022.