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Integrity Advisory’s McDonald's MCD Stock Holding History

Integrity Advisory’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 		$383K Sell
1,454
-309
-18% -$81.5K 0.35% 53
2022
Q3 		$407K Buy
1,763
+1
+0.1% +$256 0.38% 48
2022
Q2 		$435K Sell
1,762
-20
-1% -$4.93K 0.43% 42
2022
Q1 		$441K Buy
+1,782
New +$444K 0.43% 41

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

Integrity Advisory's MCD Position: Q4 2022 in Review

Integrity Advisory reduced its McDonald's (MCD) stake by 18% in Q4 2022, selling an estimated $81.5K and leaving 1,454 shares worth $383K. The position accounts for 0.35% of the portfolio, ranked #53.

Integrity Advisory first reported a position in MCD in Q1 2022 and has held it in 4 quarters since. The position peaked at $441K in Q1 2022. 2,920 funds tracked by Wall St. Rank hold MCD as of Q4 2022.

  • Integrity Advisory held 1,454 shares of McDonald's worth $383K as of Q4 2022.
  • Integrity Advisory sold 309 McDonald's shares in Q4 2022, an estimated $81.5K.
  • McDonald's made up 0.35% of Integrity Advisory's portfolio in Q4 2022, its #53 holding.
  • Integrity Advisory first reported a position in McDonald's in Q1 2022 and has held it in 4 quarters since.
  • Integrity Advisory's McDonald's position peaked at $441K in Q1 2022.
  • 2,920 funds tracked by Wall St. Rank held McDonald's as of Q4 2022.

Based on Integrity Advisory's 13F filing for Q4 2022, filed 24 Jan 2023.