Lenox Wealth Advisors’s McDonald's MCD Stock Holding History

Lenox Wealth Advisors’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 Q1	$104K	Buy	413 +2	+0.5%	+$498	0.01%	169
2021 Q4	$110K	Buy	411 +13	+3%	+$3.28K	0.01%	161
2021 Q3	$96K	Buy	398 +5	+1%	+$1.19K	0.01%	161
2021 Q2	$91K	Buy	393 +179	+84%	+$41.7K	0.01%	162
2021 Q1	$48K	Sell	214 -113	-35%	-$24.2K	0.01%	192
2020 Q4	$70K	Buy	327 +116	+55%	+$25.2K	0.01%	151
2020 Q3	$46K	Buy	211 +84	+66%	+$17.2K	0.01%	174
2020 Q2	$23K	Hold	127	–	–	﹤0.01%	268
2020 Q1	$21K	Hold	127	–	–	﹤0.01%	254
2019 Q4	$25K	Hold	127	–	–	﹤0.01%	300
2019 Q3	$27K	Sell	127 -160	-56%	-$34.3K	﹤0.01%	238
2019 Q2	$60K	Buy	287 +127	+79%	+$25.2K	0.01%	135
2019 Q1	$30K	Hold	160	–	–	0.01%	171
2018 Q4	$28K	Hold	160	–	–	0.01%	171
2018 Q3	$27K	Buy	+160	New	+$25.6K	0.01%	183
2017 Q4	–	Sell	-3	Closed	–	–	427
2017 Q3	$0	Buy	+3	New	+$470	﹤0.01%	264
2014 Q4	–	Sell	-86	Closed	-$8.05K	–	336
2014 Q3	$8K	Hold	86	–	–	﹤0.01%	191
2014 Q2	$9K	Sell	86 -249	-74%	-$25.1K	﹤0.01%	145
2014 Q1	$33K	Buy	335 +217	+184%	+$20.7K	0.02%	74
2013 Q4	$11K	Buy	118 +28	+31%	+$2.69K	0.01%	159
2013 Q3	$9K	Hold	90	–	–	0.01%	108
2013 Q2	$9K	Buy	+90	New	+$9.01K	0.01%	121

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lenox Wealth Advisors's MCD Position: Q1 2022 in Review

Lenox Wealth Advisors increased its McDonald's (MCD) stake by 0.49% in Q1 2022, buying an estimated $498 and bringing the position to 413 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #169.

Lenox Wealth Advisors first reported a position in MCD in Q2 2013 and has held it in 22 quarters since. The position peaked at $110K in Q4 2021. 2,735 funds tracked by Wall St. Rank hold MCD as of Q1 2022.

Lenox Wealth Advisors held 413 shares of McDonald's worth $104K as of Q1 2022.
Lenox Wealth Advisors bought 2 McDonald's shares in Q1 2022, an estimated $498.
McDonald's made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #169 holding.
Lenox Wealth Advisors first reported a position in McDonald's in Q2 2013 and has held it in 22 quarters since.
Lenox Wealth Advisors's McDonald's position peaked at $110K in Q4 2021.
2,735 funds tracked by Wall St. Rank held McDonald's as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.