Kathleen S. Wright Associates’s McDonald's MCD Stock Holding History

Kathleen S. Wright 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
2023 Q1	–	Sell	-100	Closed	-$9K	–	191
2022 Q4	$9K	Buy	+100	New	+$26.4K	0.01%	155

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Kathleen S. Wright Associates's MCD Position: Q1 2023 in Review

Kathleen S. Wright Associates sold out of McDonald's (MCD) in Q1 2023, closing a stake of 100 shares — an estimated $9K sold.

Kathleen S. Wright Associates first reported a position in MCD in Q4 2022 and held it in 1 quarter. The position peaked at $9K in Q4 2022. 2,944 funds tracked by Wall St. Rank hold MCD as of Q1 2023.

Kathleen S. Wright Associates reported no remaining McDonald's position as of Q1 2023 after selling out during the quarter.
Kathleen S. Wright Associates sold 100 McDonald's shares in Q1 2023, an estimated $9K.
Kathleen S. Wright Associates first reported a position in McDonald's in Q4 2022 and held it in 1 quarter.
Kathleen S. Wright Associates's McDonald's position peaked at $9K in Q4 2022.
2,944 funds tracked by Wall St. Rank held McDonald's as of Q1 2023.

Based on Kathleen S. Wright Associates's 13F filing for Q1 2023, filed 21 Apr 2023.