KPW
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Kore Private Wealth’s McDonald's MCD Stock Holding History

Kore Private Wealth’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 		$1.18M Buy
5,101
+19
+0.4% +$4.86K 0.21% 71
2022
Q2 		$1.25M Sell
5,082
-318
-6% -$78.3K 0.19% 85
2022
Q1 		$1.33M Buy
5,400
+132
+3% +$32.9K 0.17% 95
2021
Q4 		$1.41M Sell
5,268
-2,183
-29% -$551K 0.17% 94
2021
Q3 		$1.8M Buy
7,451
+14
+0.2% +$3.34K 0.19% 94
2021
Q2 		$1.72M Buy
7,437
+1,532
+26% +$357K 0.19% 92
2021
Q1 		$1.32M Sell
5,905
-122
-2% -$26.1K 0.18% 96
2020
Q4 		$1.29M Buy
6,027
+270
+5% +$58.7K 0.2% 79
2020
Q3 		$1.26M Buy
5,757
+7
+0.1% +$1.44K 0.24% 72
2020
Q2 		$1.06M Buy
5,750
+345
+6% +$63.3K 0.22% 77
2020
Q1 		$894K Buy
5,405
+352
+7% +$69.4K 0.21% 80
2019
Q4 		$999K Buy
5,053
+136
+3% +$27K 0.19% 94
2019
Q3 		$1.03M Sell
4,917
-856
-15% -$184K 0.23% 86
2019
Q2 		$1.2M Sell
5,773
-278
-5% -$55.1K 0.27% 75
2019
Q1 		$1.15M Buy
6,051
+318
+6% +$57.7K 0.26% 78
2018
Q4 		$1.02M Buy
+5,733
New +$1.02M 0.28% 73

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

Kore Private Wealth's MCD Position: Q3 2022 in Review

Kore Private Wealth increased its McDonald's (MCD) stake by 0.37% in Q3 2022, buying an estimated $4.86K and bringing the position to 5,101 shares worth $1.18M. The position accounts for 0.21% of the portfolio, ranked #71.

Kore Private Wealth first reported a position in MCD in Q4 2018 and has held it in 16 quarters since. The position peaked at $1.8M in Q3 2021. 2,696 funds tracked by Wall St. Rank hold MCD as of Q3 2022.

  • Kore Private Wealth held 5,101 shares of McDonald's worth $1.18M as of Q3 2022.
  • Kore Private Wealth bought 19 McDonald's shares in Q3 2022, an estimated $4.86K.
  • McDonald's made up 0.21% of Kore Private Wealth's portfolio in Q3 2022, its #71 holding.
  • Kore Private Wealth first reported a position in McDonald's in Q4 2018 and has held it in 16 quarters since.
  • Kore Private Wealth's McDonald's position peaked at $1.8M in Q3 2021.
  • 2,696 funds tracked by Wall St. Rank held McDonald's as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.