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Lumature Wealth Partners’s McDonald's MCD Stock Holding History

Lumature Wealth Partners’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 		$622K Sell
2,086
-73
-3% -$21.2K 0.37% 58
2023
Q1 		$604K Sell
2,159
-28
-1% -$7.5K 0.34% 56
2022
Q4 		$576K Sell
2,187
-62
-3% -$16.4K 0.32% 55
2022
Q3 		$519K Buy
2,249
+37
+2% +$9.46K 0.28% 63
2022
Q2 		$546K Buy
2,212
+16
+0.7% +$3.94K 0.24% 70
2022
Q1 		$543K Buy
2,196
+1,160
+112% +$289K 0.22% 89
2021
Q4 		$278K Buy
1,036
+20
+2% +$5.05K 0.11% 133
2021
Q3 		$245K Buy
1,016
+50
+5% +$11.9K 0.1% 126
2021
Q2 		$223K Sell
966
-17
-2% -$3.96K 0.09% 132
2021
Q1 		$220K Buy
+983
New +$210K 0.12% 114

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lumature Wealth Partners's MCD Position: Q2 2023 in Review

Lumature Wealth Partners reduced its McDonald's (MCD) stake by 3.4% in Q2 2023, selling an estimated $21.2K and leaving 2,086 shares worth $622K. The position accounts for 0.37% of the portfolio, ranked #58.

Lumature Wealth Partners first reported a position in MCD in Q1 2021 and has held it in 10 quarters since. 3,003 funds tracked by Wall St. Rank hold MCD as of Q2 2023.

  • Lumature Wealth Partners held 2,086 shares of McDonald's worth $622K as of Q2 2023.
  • Lumature Wealth Partners sold 73 McDonald's shares in Q2 2023, an estimated $21.2K.
  • McDonald's made up 0.37% of Lumature Wealth Partners's portfolio in Q2 2023, its #58 holding.
  • Lumature Wealth Partners first reported a position in McDonald's in Q1 2021 and has held it in 10 quarters since.
  • 3,003 funds tracked by Wall St. Rank held McDonald's as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.