J.P. Morgan Private Wealth Advisors’s McDonald's MCD Stock Holding History

J.P. Morgan Private Wealth Advisors’s Portfolio MCD Stock Details MCD Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$192M	Buy	+729,444	New	+$192M	0.55%	35
2023 Q2	–	Sell	-929,330	Closed	-$260M	–	1725
2023 Q1	$260M	Sell	929,330 -45,505	-5%	-$12.7M	0.55%	38
2022 Q4	$257M	Buy	974,835 +66,305	+7%	+$17.5M	0.57%	36
2022 Q3	$210M	Buy	908,530 +106,787	+13%	+$24.6M	0.55%	43
2022 Q2	$198M	Buy	801,743 +122,624	+18%	+$30.3M	0.51%	51
2022 Q1	$168M	Buy	679,119 +188,198	+38%	+$46.5M	0.36%	68
2021 Q4	$132M	Buy	490,921 +22,118	+5%	+$5.93M	0.28%	87
2021 Q3	$113M	Buy	468,803 +34,061	+8%	+$8.21M	0.28%	87
2021 Q2	$100M	Buy	434,742 +57,091	+15%	+$13.2M	0.26%	94
2021 Q1	$84.6M	Sell	377,651 -28,845	-7%	-$6.47M	0.27%	93
2020 Q4	$87.2M	Buy	406,496 +22,173	+6%	+$4.76M	0.28%	82
2020 Q3	$84.4M	Buy	384,323 +9,346	+2%	+$2.05M	0.33%	74
2020 Q2	$69.2M	Buy	374,977 +28,858	+8%	+$5.32M	0.32%	81
2020 Q1	$57.2M	Buy	346,119 +46,406	+15%	+$7.67M	0.32%	82
2019 Q4	$59.2M	Buy	299,713 +64,956	+28%	+$12.8M	0.27%	99
2019 Q3	$50.4M	Buy	234,757 +19,133	+9%	+$4.11M	0.26%	99
2019 Q2	$44.8M	Sell	215,624 -9,190	-4%	-$1.91M	0.25%	105
2019 Q1	$42.7M	Buy	224,814 +7,821	+4%	+$1.49M	0.22%	113
2018 Q4	$38.5M	Buy	216,993 +53,718	+33%	+$9.54M	0.23%	104
2018 Q3	$27.3M	Buy	163,275 +2,546	+2%	+$426K	0.13%	166
2018 Q2	$25.2M	Buy	160,729 +11,874	+8%	+$1.86M	0.14%	159
2018 Q1	$23.3M	Sell	148,855 -5,718	-4%	-$894K	0.16%	142
2017 Q4	$26.6M	Sell	154,573 -515	-0.3%	-$88.6K	0.18%	132
2017 Q3	$24.3M	Buy	155,088 +2,312	+2%	+$362K	0.17%	135
2017 Q2	$23.4M	Sell	152,776 -11,842	-7%	-$1.81M	0.18%	138
2017 Q1	$21.3M	Buy	164,618 +11,895	+8%	+$1.54M	0.17%	139
2016 Q4	$18.6M	Buy	152,723 +4,962	+3%	+$604K	0.16%	136
2016 Q3	$17M	Buy	147,761 +1,498	+1%	+$173K	0.16%	144
2016 Q2	$17.6M	Sell	146,263 -18,134	-11%	-$2.18M	0.17%	134
2016 Q1	$20.7M	Sell	164,397 -299	-0.2%	-$37.6K	0.2%	117
2015 Q4	$19.5M	Buy	164,696 +71,156	+76%	+$8.41M	0.2%	123
2015 Q3	$9.22M	Sell	93,540 -13,531	-13%	-$1.33M	0.12%	167
2015 Q2	$10.2M	Sell	107,071 -14,132	-12%	-$1.34M	0.12%	185
2015 Q1	$11.8M	Sell	121,203 -11,227	-8%	-$1.09M	0.13%	162
2014 Q4	$12.4M	Sell	132,430 -111,363	-46%	-$10.4M	0.15%	152
2014 Q3	$23.1M	Buy	243,793 +121,805	+100%	+$11.5M	0.3%	90
2014 Q2	$12.3M	Sell	121,988 -11,004	-8%	-$1.11M	0.21%	123
2014 Q1	$13M	Sell	132,992 -6,903	-5%	-$677K	0.24%	112
2013 Q4	$13.6M	Buy	139,895 +1,258	+0.9%	+$122K	0.27%	101
2013 Q3	$13.3M	Buy	138,637 +9,666	+7%	+$930K	0.3%	98
2013 Q2	$12.8M	Buy	+128,971	New	+$12.8M	0.32%	97