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Intercontinental Wealth Advisors’s McDonald's MCD Stock Holding History

Intercontinental Wealth Advisors’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
Q2 		– Sell
-803
Closed -$225K – 309
2023
Q1 		$225K Sell
803
-3
-0.4% -$804 0.06% 294
2022
Q4 		$212K Sell
806
-136
-14% -$35.9K 0.06% 259
2022
Q3 		$217K Sell
942
-61
-6% -$15.6K 0.07% 252
2022
Q2 		$248K Sell
1,003
-10
-1% -$2.46K 0.07% 251
2022
Q1 		$250K Hold
1,013
– – 0.06% 261
2021
Q4 		$272K Sell
1,013
-10
-1% -$2.52K 0.06% 254
2021
Q3 		$247K Buy
1,023
+10
+1% +$2.39K 0.06% 257
2021
Q2 		$234K Buy
+1,013
New +$236K 0.05% 264
2021
Q1 		– Sell
-1,537
Closed -$330K – 280
2020
Q4 		$330K Buy
1,537
+222
+17% +$48.3K 0.08% 191
2020
Q3 		$289K Sell
1,315
-453
-26% -$93K 0.08% 164
2020
Q2 		$326K Buy
1,768
+346
+24% +$63.4K 0.11% 139
2020
Q1 		$235K Buy
1,422
+1,206
+558% +$238K 0.12% 139
2019
Q4 		$46K Sell
216
-110
-34% -$21.8K 0.04% 187
2019
Q3 		$70K Hold
326
– – 0.04% 193
2019
Q2 		$68K Hold
326
– – 0.04% 192
2019
Q1 		$62K Buy
326
+200
+159% +$36.3K 0.03% 212
2018
Q4 		$22K Buy
+126
New +$22.3K 0.01% 301

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Intercontinental Wealth Advisors's MCD Position: Q2 2023 in Review

Intercontinental Wealth Advisors sold out of McDonald's (MCD) in Q2 2023, closing a stake of 803 shares — an estimated $225K sold.

Intercontinental Wealth Advisors first reported a position in MCD in Q4 2018 and held it in 17 quarters. The position peaked at $330K in Q4 2020. 3,003 funds tracked by Wall St. Rank hold MCD as of Q2 2023.

  • Intercontinental Wealth Advisors reported no remaining McDonald's position as of Q2 2023 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 803 McDonald's shares in Q2 2023, an estimated $225K.
  • Intercontinental Wealth Advisors first reported a position in McDonald's in Q4 2018 and held it in 17 quarters.
  • Intercontinental Wealth Advisors's McDonald's position peaked at $330K in Q4 2020.
  • 3,003 funds tracked by Wall St. Rank held McDonald's as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.