Lakewood Asset Management’s McDonald's MCD Stock Holding History

Lakewood Asset 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
2023 Q1	–	Sell	-185	Closed	-$49K	–	214
2022 Q4	$49K	Buy	+185	New	+$48.8K	0.04%	180

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

Lakewood Asset Management's MCD Position: Q1 2023 in Review

Lakewood Asset Management sold out of McDonald's (MCD) in Q1 2023, closing a stake of 185 shares — an estimated $49K sold.

Lakewood Asset Management first reported a position in MCD in Q4 2022 and held it in 1 quarter. The position peaked at $49K in Q4 2022. 2,944 funds tracked by Wall St. Rank hold MCD as of Q1 2023.

Lakewood Asset Management reported no remaining McDonald's position as of Q1 2023 after selling out during the quarter.
Lakewood Asset Management sold 185 McDonald's shares in Q1 2023, an estimated $49K.
Lakewood Asset Management first reported a position in McDonald's in Q4 2022 and held it in 1 quarter.
Lakewood Asset Management's McDonald's position peaked at $49K in Q4 2022.
2,944 funds tracked by Wall St. Rank held McDonald's as of Q1 2023.

Based on Lakewood Asset Management's 13F filing for Q1 2023, filed 13 Apr 2023.