JP Morgan Private Wealth Advisors’s McDonald's MCD Stock Holding History

JP Morgan Private 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 Q3	$192M	Buy	+729,444	New	+$208M	0.55%	35
2023 Q2	–	Sell	-929,330	Closed	-$260M	–	1725
2023 Q1	$260M	Sell	929,330 -45,505	-5%	-$12.2M	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%	+$27.3M	0.55%	43
2022 Q2	$198M	Buy	801,743 +122,624	+18%	+$30.2M	0.51%	51
2022 Q1	$168M	Buy	679,119 +188,198	+38%	+$46.9M	0.36%	68
2021 Q4	$132M	Buy	490,921 +22,118	+5%	+$5.58M	0.28%	87
2021 Q3	$113M	Buy	468,803 +34,061	+8%	+$8.13M	0.28%	87
2021 Q2	$100M	Buy	434,742 +57,091	+15%	+$13.3M	0.26%	94
2021 Q1	$84.6M	Sell	377,651 -28,845	-7%	-$6.17M	0.27%	93
2020 Q4	$87.2M	Buy	406,496 +22,173	+6%	+$4.82M	0.28%	82
2020 Q3	$84.4M	Buy	384,323 +9,346	+2%	+$1.92M	0.33%	74
2020 Q2	$69.2M	Buy	374,977 +28,858	+8%	+$5.29M	0.32%	81
2020 Q1	$57.2M	Buy	346,119 +46,406	+15%	+$9.14M	0.32%	82
2019 Q4	$59.2M	Buy	299,713 +64,956	+28%	+$12.9M	0.27%	99
2019 Q3	$50.4M	Buy	234,757 +19,133	+9%	+$4.1M	0.26%	99
2019 Q2	$44.8M	Sell	215,624 -9,190	-4%	-$1.82M	0.25%	105
2019 Q1	$42.7M	Buy	224,814 +7,821	+4%	+$1.42M	0.22%	113
2018 Q4	$38.5M	Buy	216,993 +53,718	+33%	+$9.53M	0.23%	104
2018 Q3	$27.3M	Buy	163,275 +2,546	+2%	+$408K	0.13%	166
2018 Q2	$25.2M	Buy	160,729 +11,874	+8%	+$1.93M	0.14%	159
2018 Q1	$23.3M	Sell	148,855 -5,718	-4%	-$941K	0.16%	142
2017 Q4	$26.6M	Sell	154,573 -515	-0.3%	-$86.5K	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%	-$1.71M	0.18%	138
2017 Q1	$21.3M	Buy	164,618 +11,895	+8%	+$1.49M	0.17%	139
2016 Q4	$18.6M	Buy	152,723 +4,962	+3%	+$582K	0.16%	136
2016 Q3	$17M	Buy	147,761 +1,498	+1%	+$178K	0.16%	144
2016 Q2	$17.6M	Sell	146,263 -18,134	-11%	-$2.27M	0.17%	134
2016 Q1	$20.7M	Sell	164,397 -299	-0.2%	-$35.7K	0.2%	117
2015 Q4	$19.5M	Buy	164,696 +71,156	+76%	+$7.96M	0.2%	123
2015 Q3	$9.22M	Sell	93,540 -13,531	-13%	-$1.32M	0.12%	167
2015 Q2	$10.2M	Sell	107,071 -14,132	-12%	-$1.37M	0.12%	185
2015 Q1	$11.8M	Sell	121,203 -11,227	-8%	-$1.07M	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%	+$11.6M	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%	-$660K	0.24%	112
2013 Q4	$13.6M	Buy	139,895 +1,258	+0.9%	+$121K	0.27%	101
2013 Q3	$13.3M	Buy	138,637 +9,666	+7%	+$944K	0.3%	98
2013 Q2	$12.8M	Buy	+128,971	New	+$12.9M	0.32%	97

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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 $1T AUM

JP Morgan Private Wealth Advisors's MCD Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors opened a new position in McDonald's (MCD) in Q3 2023: 729,444 shares worth $192M. The stake represents 0.55% of the portfolio and ranks #35 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in MCD as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in MCD in Q2 2013 and has held it in 41 quarters since. The position peaked at $260M in Q1 2023. 2,995 funds tracked by Wall St. Rank hold MCD as of Q3 2023.

JP Morgan Private Wealth Advisors held 729,444 shares of McDonald's worth $192M as of Q3 2023.
McDonald's was a new JP Morgan Private Wealth Advisors position in Q3 2023.
McDonald's made up 0.55% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #35 holding.
JP Morgan Private Wealth Advisors first reported a position in McDonald's in Q2 2013 and has held it in 41 quarters since.
JP Morgan Private Wealth Advisors's McDonald's position peaked at $260M in Q1 2023.
2,995 funds tracked by Wall St. Rank held McDonald's as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.