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Laurel Wealth Advisors (California)’s McDonald's MCD Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$5.29M Buy
20,070
+108
+0.5% +$28.5K 0.52% 44
2022
Q3 		$4.61M Buy
19,962
+271
+1% +$69.3K 0.49% 44
2022
Q2 		$4.86M Buy
19,691
+529
+3% +$130K 0.5% 47
2022
Q1 		$4.74M Sell
19,162
-1,140
-6% -$284K 0.39% 61
2021
Q4 		$5.44M Buy
20,302
+3,648
+22% +$921K 0.42% 51
2021
Q3 		$4.01M Sell
16,654
-988
-6% -$236K 0.74% 24
2021
Q2 		$4.08M Buy
17,642
+344
+2% +$80.1K 0.53% 43
2021
Q1 		$3.88M Buy
17,298
+1,101
+7% +$235K 0.59% 34
2020
Q4 		$3.48M Sell
16,197
-406
-2% -$88.3K 0.51% 48
2020
Q3 		$3.64M Sell
16,603
-237
-1% -$48.7K 0.6% 39
2020
Q2 		$3.11M Buy
16,840
+256
+2% +$46.9K 0.57% 41
2020
Q1 		$2.74M Sell
16,584
-82
-0.5% -$16.2K 0.63% 38
2019
Q4 		$3.29M Sell
16,666
-251
-1% -$49.8K 0.55% 46
2019
Q3 		$3.63M Buy
16,917
+730
+5% +$157K 0.62% 38
2019
Q2 		$3.36M Sell
16,187
-315
-2% -$62.4K 0.74% 31
2019
Q1 		$3.13M Buy
16,502
+1,729
+12% +$314K 0.77% 27
2018
Q4 		$2.62M Sell
14,773
-806
-5% -$143K 0.77% 26
2018
Q3 		$2.61M Sell
15,579
-41
-0.3% -$6.57K 0.64% 36
2018
Q2 		$2.45M Sell
15,620
-113
-0.7% -$18.3K 0.65% 34
2018
Q1 		$2.46M Sell
15,733
-439
-3% -$72.2K 0.76% 27
2017
Q4 		$2.78M Buy
16,172
+1,478
+10% +$248K 0.8% 27
2017
Q3 		$2.3M Sell
14,694
-379
-3% -$59.4K 0.77% 26
2017
Q2 		$2.31M Buy
15,073
+437
+3% +$63.2K 0.82% 23
2017
Q1 		$1.9M Buy
14,636
+9,037
+161% +$1.13M 0.73% 29
2016
Q4 		$681K Sell
5,599
-238
-4% -$27.9K 0.3% 94
2016
Q3 		$673K Sell
5,837
-135
-2% -$16K 0.32% 87
2016
Q2 		$719K Sell
5,972
-198
-3% -$24.8K 0.35% 78
2016
Q1 		$775K Buy
6,170
+145
+2% +$17.3K 0.39% 72
2015
Q4 		$712K Buy
+6,025
New +$674K 0.37% 77

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Laurel Wealth Advisors (California)'s MCD Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its McDonald's (MCD) stake by 0.54% in Q4 2022, buying an estimated $28.5K and bringing the position to 20,070 shares worth $5.29M. The position accounts for 0.52% of the portfolio, ranked #44.

Laurel Wealth Advisors (California) first reported a position in MCD in Q4 2015 and has held it in 29 quarters since. The position peaked at $5.44M in Q4 2021. 2,920 funds tracked by Wall St. Rank hold MCD as of Q4 2022.

  • Laurel Wealth Advisors (California) held 20,070 shares of McDonald's worth $5.29M as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 108 McDonald's shares in Q4 2022, an estimated $28.5K.
  • McDonald's made up 0.52% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #44 holding.
  • Laurel Wealth Advisors (California) first reported a position in McDonald's in Q4 2015 and has held it in 29 quarters since.
  • Laurel Wealth Advisors (California)'s McDonald's position peaked at $5.44M in Q4 2021.
  • 2,920 funds tracked by Wall St. Rank held McDonald's as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.