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LeJeune Puetz Investment Counsel’s McDonald's MCD Stock Holding History

LeJeune Puetz Investment Counsel’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 		$3.23M Sell
11,542
-70
-0.6% -$18.8K 1.16% 20
2022
Q4 		$3.06M Sell
11,612
-75
-0.6% -$19.8K 1.14% 23
2022
Q3 		$2.7M Sell
11,687
-150
-1% -$38.3K 1.11% 25
2022
Q2 		$2.92M Buy
11,837
+103
+0.9% +$25.4K 1.14% 23
2022
Q1 		$2.9M Sell
11,734
-750
-6% -$187K 1.01% 28
2021
Q4 		$3.35M Sell
12,484
-250
-2% -$63.1K 1.13% 24
2021
Q3 		$3.07M Buy
12,734
+297
+2% +$70.9K 1.12% 23
2021
Q2 		$2.87M Sell
12,437
-75
-0.6% -$17.5K 1.06% 27
2021
Q1 		$2.8M Hold
12,512
– – 1.1% 29
2020
Q4 		$2.69M Sell
12,512
-25
-0.2% -$5.44K 1.16% 26
2020
Q3 		$2.75M Hold
12,537
– – 1.35% 21
2020
Q2 		$2.31M Sell
12,537
-365
-3% -$66.9K 1.21% 24
2020
Q1 		$2.13M Sell
12,902
-714
-5% -$141K 1.25% 22
2019
Q4 		$2.69M Sell
13,616
-250
-2% -$49.6K 1.26% 23
2019
Q3 		$2.98M Sell
13,866
-510
-4% -$109K 1.51% 17
2019
Q2 		$2.98M Sell
14,376
-79
-0.5% -$15.6K 1.54% 17
2019
Q1 		$2.75M Sell
14,455
-365
-2% -$66.2K 1.49% 19
2018
Q4 		$2.63M Buy
14,820
+302
+2% +$53.6K 1.64% 15
2018
Q3 		$2.43M Buy
14,518
+100
+0.7% +$16K 1.4% 19
2018
Q2 		$2.26M Sell
14,418
-1,100
-7% -$178K 1.4% 18
2018
Q1 		$2.43M Sell
15,518
-50
-0.3% -$8.23K 1.49% 18
2017
Q4 		$2.68M Sell
15,568
-350
-2% -$58.8K 1.64% 16
2017
Q3 		$2.49M Sell
15,918
-160
-1% -$25.1K 1.6% 14
2017
Q2 		$2.46M Hold
16,078
– – 1.67% 12
2017
Q1 		$2.08M Sell
16,078
-200
-1% -$25.1K 1.5% 19
2016
Q4 		$1.98M Buy
+16,278
New +$1.91M 1.52% 15

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

LeJeune Puetz Investment Counsel's MCD Position: Q1 2023 in Review

LeJeune Puetz Investment Counsel reduced its McDonald's (MCD) stake by 0.6% in Q1 2023, selling an estimated $18.8K and leaving 11,542 shares worth $3.23M. The position accounts for 1.16% of the portfolio, ranked #20.

LeJeune Puetz Investment Counsel first reported a position in MCD in Q4 2016 and has held it in 26 quarters since. The position peaked at $3.35M in Q4 2021. 2,945 funds tracked by Wall St. Rank hold MCD as of Q1 2023.

  • LeJeune Puetz Investment Counsel held 11,542 shares of McDonald's worth $3.23M as of Q1 2023.
  • LeJeune Puetz Investment Counsel sold 70 McDonald's shares in Q1 2023, an estimated $18.8K.
  • McDonald's made up 1.16% of LeJeune Puetz Investment Counsel's portfolio in Q1 2023, its #20 holding.
  • LeJeune Puetz Investment Counsel first reported a position in McDonald's in Q4 2016 and has held it in 26 quarters since.
  • LeJeune Puetz Investment Counsel's McDonald's position peaked at $3.35M in Q4 2021.
  • 2,945 funds tracked by Wall St. Rank held McDonald's as of Q1 2023.

Based on LeJeune Puetz Investment Counsel's 13F filing for Q1 2023, filed 3 May 2023.