KerberRose Wealth Management’s McDonald's MCD Stock Holding History

KerberRose Wealth Management’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 Q2	$303K	Buy	+1,226	New	+$302K	0.25%	80

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

KerberRose Wealth Management's MCD Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in McDonald's (MCD) in Q2 2022: 1,226 shares worth $303K. The stake represents 0.25% of the portfolio and ranks #80 among its holdings.

2,720 funds tracked by Wall St. Rank hold MCD as of Q2 2022.

KerberRose Wealth Management held 1,226 shares of McDonald's worth $303K as of Q2 2022.
McDonald's was a new KerberRose Wealth Management position in Q2 2022.
McDonald's made up 0.25% of KerberRose Wealth Management's portfolio in Q2 2022, its #80 holding.
2,720 funds tracked by Wall St. Rank held McDonald's as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.