Madison Wealth Management’s McDonald's MCD Stock Holding History

Madison Wealth Management’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 Q3	$255K	Sell	966 -84	-8%	-$24K	0.05%	139
2023 Q2	$313K	Buy	1,050 +33	+3%	+$9.59K	0.06%	132
2023 Q1	$284K	Sell	1,017 -3	-0.3%	-$804	0.06%	138
2022 Q4	$269K	Sell	1,020 -44	-4%	-$11.6K	0.06%	137
2022 Q3	$246K	Buy	1,064 +8	+0.8%	+$2.04K	0.06%	143
2022 Q2	$261K	Buy	1,056 +47	+5%	+$11.6K	0.06%	141
2022 Q1	$250K	Sell	1,009 -25	-2%	-$6.23K	0.05%	145
2021 Q4	$277K	Sell	1,034 -30	-3%	-$7.58K	0.06%	136
2021 Q3	$257K	Hold	1,064	–	–	0.06%	137
2021 Q2	$246K	Buy	1,064 +10	+0.9%	+$2.33K	0.05%	135
2021 Q1	$236K	Sell	1,054 -45	-4%	-$9.62K	0.06%	136
2020 Q4	$236K	Hold	1,099	–	–	0.06%	134
2020 Q3	$241K	Hold	1,099	–	–	0.07%	125
2020 Q2	$203K	Buy	+1,099	New	+$202K	0.07%	121
2020 Q1	–	Sell	-1,096	Closed	-$217K	–	136
2019 Q4	$217K	Buy	+1,096	New	+$217K	0.06%	140

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Madison Wealth Management's MCD Position: Q3 2023 in Review

Madison Wealth Management reduced its McDonald's (MCD) stake by 8% in Q3 2023, selling an estimated $24K and leaving 966 shares worth $255K. The position accounts for 0.05% of the portfolio, ranked #139.

Madison Wealth Management first reported a position in MCD in Q4 2019 and has held it in 15 quarters since. The position peaked at $313K in Q2 2023. 2,993 funds tracked by Wall St. Rank hold MCD as of Q3 2023.

Madison Wealth Management held 966 shares of McDonald's worth $255K as of Q3 2023.
Madison Wealth Management sold 84 McDonald's shares in Q3 2023, an estimated $24K.
McDonald's made up 0.05% of Madison Wealth Management's portfolio in Q3 2023, its #139 holding.
Madison Wealth Management first reported a position in McDonald's in Q4 2019 and has held it in 15 quarters since.
Madison Wealth Management's McDonald's position peaked at $313K in Q2 2023.
2,993 funds tracked by Wall St. Rank held McDonald's as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.