Johnson Midwest Financial’s McDonald's MCD Stock Holding History

Johnson Midwest Financial’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	$563K	Hold	2,137	–	–	1.26%	14
2023 Q2	$638K	Buy	2,137 +9	+0.4%	+$2.62K	0.57%	16
2023 Q1	$595K	Buy	2,128 +10	+0.5%	+$2.68K	0.85%	11
2022 Q4	$558K	Buy	2,118 +9	+0.4%	+$2.37K	2.04%	9
2022 Q3	$487	Buy	2,109 +9	+0.4%	+$2.3K	1.86%	10
2022 Q2	$518K	Buy	2,100 +12	+0.6%	+$2.96K	0.7%	13
2022 Q1	$516K	Buy	2,088 +8	+0.4%	+$1.99K	0.73%	12
2021 Q4	$558K	Buy	2,080 +3	+0.1%	+$757	0.42%	16
2021 Q3	$501K	Buy	2,077 +8	+0.4%	+$1.91K	0.41%	17
2021 Q2	$478K	Buy	2,069 +8	+0.4%	+$1.86K	0.47%	15
2021 Q1	$462K	Buy	2,061 +9	+0.4%	+$1.93K	0.48%	15
2020 Q4	$440K	Buy	+2,052	New	+$446K	0.42%	18

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

Johnson Midwest Financial's MCD Position: Q3 2023 in Review

Johnson Midwest Financial held its McDonald's (MCD) position steady in Q3 2023 at 2,137 shares worth $563K. The position accounts for 1.26% of the portfolio, ranked #14.

Johnson Midwest Financial first reported a position in MCD in Q4 2020 and has held it in 12 quarters since. The position peaked at $638K in Q2 2023. 2,992 funds tracked by Wall St. Rank hold MCD as of Q3 2023.

Johnson Midwest Financial held 2,137 shares of McDonald's worth $563K as of Q3 2023.
Johnson Midwest Financial left its McDonald's share count unchanged in Q3 2023.
McDonald's made up 1.26% of Johnson Midwest Financial's portfolio in Q3 2023, its #14 holding.
Johnson Midwest Financial first reported a position in McDonald's in Q4 2020 and has held it in 12 quarters since.
Johnson Midwest Financial's McDonald's position peaked at $638K in Q2 2023.
2,992 funds tracked by Wall St. Rank held McDonald's as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.