Inlet Private Wealth’s McDonald's MCD Stock Holding History

Inlet Private Wealth’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	-1,233	Closed	-$368K	–	127
2023 Q2	$368K	Hold	1,233	–	–	0.09%	105
2023 Q1	$345K	Hold	1,233	–	–	0.09%	109
2022 Q4	$325K	Buy	1,233 +4	+0.3%	+$1.05K	0.08%	109
2022 Q3	$284K	Buy	1,229 +4	+0.3%	+$1.02K	0.08%	111
2022 Q2	$302K	Buy	1,225 +5	+0.4%	+$1.23K	0.09%	111
2022 Q1	$302K	Buy	1,220 +4	+0.3%	+$996	0.08%	122
2021 Q4	$326K	Buy	1,216 +4	+0.3%	+$1.01K	0.08%	117
2021 Q3	$292K	Hold	1,212	–	–	0.08%	120
2021 Q2	$280K	Buy	1,212 +4	+0.3%	+$931	0.07%	119
2021 Q1	$271K	Buy	1,208 +5	+0.4%	+$1.07K	0.08%	117
2020 Q4	$258K	Hold	1,203	–	–	0.08%	119
2020 Q3	$264K	Hold	1,203	–	–	0.1%	113
2020 Q2	$222K	Buy	+1,203	New	+$221K	0.09%	119
2020 Q1	–	Sell	-1,203	Closed	-$238K	–	136
2019 Q4	$238K	Hold	1,203	–	–	0.08%	133
2019 Q3	$258K	Buy	1,203 +130	+12%	+$27.9K	0.1%	126
2019 Q2	$229K	Buy	+1,073	New	+$213K	0.08%	135
2019 Q1	–	Sell	-1,350	Closed	-$240K	–	142
2018 Q4	$240K	Buy	+1,350	New	+$239K	0.13%	115

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

Inlet Private Wealth's MCD Position: Q3 2023 in Review

Inlet Private Wealth sold out of McDonald's (MCD) in Q3 2023, closing a stake of 1,233 shares — an estimated $368K sold.

Inlet Private Wealth first reported a position in MCD in Q4 2018 and held it in 17 quarters. The position peaked at $368K in Q2 2023. 2,992 funds tracked by Wall St. Rank hold MCD as of Q3 2023.

Inlet Private Wealth reported no remaining McDonald's position as of Q3 2023 after selling out during the quarter.
Inlet Private Wealth sold 1,233 McDonald's shares in Q3 2023, an estimated $368K.
Inlet Private Wealth first reported a position in McDonald's in Q4 2018 and held it in 17 quarters.
Inlet Private Wealth's McDonald's position peaked at $368K in Q2 2023.
2,992 funds tracked by Wall St. Rank held McDonald's as of Q3 2023.

Based on Inlet Private Wealth's 13F filing for Q3 2023, filed 30 Oct 2023.