LWP
MCD icon

Laurel Wealth Planning’s McDonald's MCD Stock Holding History

Laurel Wealth Planning’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 		– Sell
-100
Closed -$23K – 219
2022
Q3 		$23K Sell
100
-12
-11% -$3.07K 0.02% 128
2022
Q2 		$28K Buy
112
+12
+12% +$2.96K 0.02% 128
2022
Q1 		$25K Hold
100
– – 0.02% 150
2021
Q4 		$27K Hold
100
– – 0.02% 107
2021
Q3 		$24K Buy
+100
New +$23.9K 0.02% 105

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 Planning's MCD Position: Q4 2022 in Review

Laurel Wealth Planning sold out of McDonald's (MCD) in Q4 2022, closing a stake of 100 shares — an estimated $23K sold.

Laurel Wealth Planning first reported a position in MCD in Q3 2021 and held it in 5 quarters. The position peaked at $28K in Q2 2022. 2,920 funds tracked by Wall St. Rank hold MCD as of Q4 2022.

  • Laurel Wealth Planning reported no remaining McDonald's position as of Q4 2022 after selling out during the quarter.
  • Laurel Wealth Planning sold 100 McDonald's shares in Q4 2022, an estimated $23K.
  • Laurel Wealth Planning first reported a position in McDonald's in Q3 2021 and held it in 5 quarters.
  • Laurel Wealth Planning's McDonald's position peaked at $28K in Q2 2022.
  • 2,920 funds tracked by Wall St. Rank held McDonald's as of Q4 2022.

Based on Laurel Wealth Planning's 13F filing for Q4 2022, filed 2 Feb 2023.