HWG Holdings’s McDonald's MCD Stock Holding History

HWG Holdings’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 Q4	–	Sell	-50	Closed	-$13.2K	–	141
2023 Q3	$13.2K	Sell	50 -175	-78%	-$49.9K	0.01%	88
2023 Q2	$67.1K	Sell	225 -10	-4%	-$2.9K	0.03%	69
2023 Q1	$65.7K	Sell	235 -753	-76%	-$202K	0.04%	59
2022 Q4	$260K	Sell	988 -55	-5%	-$14.5K	0.17%	46
2022 Q3	$241K	Buy	+1,043	New	+$267K	0.17%	36
2022 Q1	$318K	Buy	+1,286	New	+$320K	0.16%	59
2019 Q4	$32K	Sell	163 -874	-84%	-$173K	0.03%	91
2019 Q3	$223K	Buy	+1,037	New	+$222K	0.21%	63
2019 Q2	–	Sell	-9	Closed	-$2K	–	129
2019 Q1	$2K	Hold	9	–	–	﹤0.01%	86
2018 Q4	$2K	Buy	+9	New	+$1.6K	﹤0.01%	73

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Norges Bank Oslo, Norway $935B AUM

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

HWG Holdings's MCD Position: Q4 2023 in Review

HWG Holdings sold out of McDonald's (MCD) in Q4 2023, closing a stake of 50 shares — an estimated $13.2K sold.

HWG Holdings first reported a position in MCD in Q4 2018 and held it in 10 quarters. The position peaked at $318K in Q1 2022. 3,185 funds tracked by Wall St. Rank hold MCD as of Q4 2023.

HWG Holdings reported no remaining McDonald's position as of Q4 2023 after selling out during the quarter.
HWG Holdings sold 50 McDonald's shares in Q4 2023, an estimated $13.2K.
HWG Holdings first reported a position in McDonald's in Q4 2018 and held it in 10 quarters.
HWG Holdings's McDonald's position peaked at $318K in Q1 2022.
3,185 funds tracked by Wall St. Rank held McDonald's as of Q4 2023.

Based on HWG Holdings's 13F filing for Q4 2023, filed 4 Jan 2024.