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Joseph P. Lucia & Associates’s McDonald's MCD Stock Holding History

Joseph P. Lucia & Associates’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
Q3 		– Sell
-55
Closed -$14K – 298
2022
Q2 		$14K Sell
55
-12
-18% -$2.96K 0.01% 286
2022
Q1 		$17K Buy
+67
New +$16.7K 0.01% 282
2021
Q4 		– Sell
-67
Closed -$16K – 373
2021
Q3 		$16K Hold
67
– – 0.01% 332
2021
Q2 		$15K Hold
67
– – 0.01% 345
2021
Q1 		$15K Buy
67
+20
+43% +$4.28K 0.01% 319
2020
Q4 		$10K Buy
+47
New +$10.2K 0.01% 340
2020
Q3 		– Sell
-47
Closed -$9K – 302
2020
Q2 		$9K Sell
47
-50
-52% -$9.17K 0.01% 325
2020
Q1 		$16K Buy
97
+50
+106% +$9.85K 0.02% 244
2019
Q4 		$9K Hold
47
– – 0.01% 318
2019
Q3 		$10K Hold
47
– – 0.01% 317
2019
Q2 		$10K Sell
47
-3,180
-99% -$630K 0.01% 305
2019
Q1 		$17 Buy
+3,227
New +$586K ﹤0.01% 326

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Joseph P. Lucia & Associates's MCD Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of McDonald's (MCD) in Q3 2022, closing a stake of 55 shares — an estimated $14K sold.

Joseph P. Lucia & Associates first reported a position in MCD in Q1 2019 and held it in 12 quarters. The position peaked at $17K in Q1 2022. 2,695 funds tracked by Wall St. Rank hold MCD as of Q3 2022.

  • Joseph P. Lucia & Associates reported no remaining McDonald's position as of Q3 2022 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 55 McDonald's shares in Q3 2022, an estimated $14K.
  • Joseph P. Lucia & Associates first reported a position in McDonald's in Q1 2019 and held it in 12 quarters.
  • Joseph P. Lucia & Associates's McDonald's position peaked at $17K in Q1 2022.
  • 2,695 funds tracked by Wall St. Rank held McDonald's as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.