Leo Brokerage’s McDonald's MCD Stock Holding History

Leo Brokerage’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 Q2	$854K	Buy	2,862 +280	+11%	+$81.3K	0.1%	139
2023 Q1	$722K	Buy	+2,582	New	+$692K	0.11%	143
2022 Q2	$209K	Sell	848 -1,728	-67%	-$426K	0.06%	165
2022 Q1	$637K	Buy	+2,576	New	+$642K	0.1%	129
2021 Q3	$242K	Sell	1,003 -23	-2%	-$5.49K	0.04%	162
2021 Q2	$237K	Sell	1,026 -31	-3%	-$7.21K	0.05%	168
2021 Q1	$237K	Sell	1,057 -211	-17%	-$45.1K	0.07%	163
2020 Q4	$272K	Buy	+1,268	New	+$276K	0.09%	142

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Leo Brokerage's MCD Position: Q2 2023 in Review

Leo Brokerage increased its McDonald's (MCD) stake by 11% in Q2 2023, buying an estimated $81.3K and bringing the position to 2,862 shares worth $854K. The position accounts for 0.1% of the portfolio, ranked #139.

Leo Brokerage first reported a position in MCD in Q4 2020 and has held it in 8 quarters since. 3,004 funds tracked by Wall St. Rank hold MCD as of Q2 2023.

Leo Brokerage held 2,862 shares of McDonald's worth $854K as of Q2 2023.
Leo Brokerage bought 280 McDonald's shares in Q2 2023, an estimated $81.3K.
McDonald's made up 0.1% of Leo Brokerage's portfolio in Q2 2023, its #139 holding.
Leo Brokerage first reported a position in McDonald's in Q4 2020 and has held it in 8 quarters since.
3,004 funds tracked by Wall St. Rank held McDonald's as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.