Lehman & Derafelo Financial Resources’s McDonald's MCD Stock Holding History

Lehman & Derafelo Financial Resources’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	$404K	Hold	1,533	–	–	0.12%	70
2022 Q3	$354K	Sell	1,533 -7	-0.5%	-$1.79K	0.11%	68
2022 Q2	$380K	Hold	1,540	–	–	0.12%	69
2022 Q1	$381K	Buy	1,540 +7	+0.5%	+$1.74K	0.11%	78
2021 Q4	$411K	Buy	1,533 +43	+3%	+$10.9K	0.12%	65
2021 Q3	$359K	Sell	1,490 -83	-5%	-$19.8K	0.12%	69
2021 Q2	$363K	Hold	1,573	–	–	0.1%	83
2021 Q1	$353K	Buy	1,573 +1	+0.1%	+$214	0.1%	84
2020 Q4	$337K	Hold	1,572	–	–	0.1%	79
2020 Q3	$345K	Hold	1,572	–	–	0.11%	93
2020 Q2	$290K	Buy	1,572 +45	+3%	+$8.25K	0.1%	90
2020 Q1	$252K	Buy	1,527 +32	+2%	+$6.3K	0.1%	77
2019 Q4	$295K	Buy	1,495 +108	+8%	+$21.4K	0.11%	78
2019 Q3	$298K	Buy	1,387 +27	+2%	+$5.79K	0.11%	75
2019 Q2	$287K	Hold	1,360	–	–	0.12%	77
2019 Q1	$258K	Hold	1,360	–	–	0.11%	79
2018 Q4	$242K	Buy	+1,360	New	+$241K	0.12%	73

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Lehman & Derafelo Financial Resources's MCD Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources held its McDonald's (MCD) position steady in Q4 2022 at 1,533 shares worth $404K. The position accounts for 0.12% of the portfolio, ranked #70.

Lehman & Derafelo Financial Resources first reported a position in MCD in Q4 2018 and has held it in 17 quarters since. The position peaked at $411K in Q4 2021. 2,920 funds tracked by Wall St. Rank hold MCD as of Q4 2022.

Lehman & Derafelo Financial Resources held 1,533 shares of McDonald's worth $404K as of Q4 2022.
Lehman & Derafelo Financial Resources left its McDonald's share count unchanged in Q4 2022.
McDonald's made up 0.12% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #70 holding.
Lehman & Derafelo Financial Resources first reported a position in McDonald's in Q4 2018 and has held it in 17 quarters since.
Lehman & Derafelo Financial Resources's McDonald's position peaked at $411K in Q4 2021.
2,920 funds tracked by Wall St. Rank held McDonald's as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.