Marks Wealth’s McDonald's MCD Stock Holding History

Marks Wealth’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	–	Sell	-1,760	Closed	-$492K	–	8
2023 Q1	$492K	Hold	1,760	–	–	4.41%	5
2022 Q4	$464K	Hold	1,760	–	–	1.94%	6
2022 Q3	$406K	Hold	1,760	–	–	0.61%	6
2022 Q2	$435K	Hold	1,760	–	–	0.51%	10
2022 Q1	$435K	Sell	1,760 -33	-2%	-$8.22K	0.13%	24
2021 Q4	$481K	Buy	1,793 +33	+2%	+$8.33K	0.15%	23
2021 Q3	$424K	Hold	1,760	–	–	0.14%	23
2021 Q2	$407K	Hold	1,760	–	–	0.14%	27
2021 Q1	$394K	Hold	1,760	–	–	0.13%	28
2020 Q4	$378K	Buy	+1,760	New	+$383K	0.13%	29

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Norges Bank Oslo, Norway $935B AUM

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

Marks Wealth's MCD Position: Q2 2023 in Review

Marks Wealth sold out of McDonald's (MCD) in Q2 2023, closing a stake of 1,760 shares — an estimated $492K sold.

Marks Wealth first reported a position in MCD in Q4 2020 and held it in 10 quarters. The position peaked at $492K in Q1 2023. 3,002 funds tracked by Wall St. Rank hold MCD as of Q2 2023.

Marks Wealth reported no remaining McDonald's position as of Q2 2023 after selling out during the quarter.
Marks Wealth sold 1,760 McDonald's shares in Q2 2023, an estimated $492K.
Marks Wealth first reported a position in McDonald's in Q4 2020 and held it in 10 quarters.
Marks Wealth's McDonald's position peaked at $492K in Q1 2023.
3,002 funds tracked by Wall St. Rank held McDonald's as of Q2 2023.

Based on Marks Wealth's 13F filing for Q2 2023, filed 13 Jul 2023.