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Milestone Advisory Partners’s McDonald's MCD Stock Holding History

Milestone Advisory 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
Q3 		$211K Hold
800
– – 0.18% 68
2023
Q2 		$239K Hold
800
– – 0.22% 61
2023
Q1 		$224K Hold
800
– – 0.21% 63
2022
Q4 		$211K Buy
+800
New +$211K 0.16% 69
2022
Q3 		– Sell
-800
Closed -$202K – 72
2022
Q2 		$202K Buy
+800
New +$197K 0.16% 71

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

Milestone Advisory Partners's MCD Position: Q3 2023 in Review

Milestone Advisory Partners held its McDonald's (MCD) position steady in Q3 2023 at 800 shares worth $211K. The position accounts for 0.18% of the portfolio, ranked #68.

Milestone Advisory Partners first reported a position in MCD in Q2 2022 and has held it in 5 quarters since. The position peaked at $239K in Q2 2023. 2,992 funds tracked by Wall St. Rank hold MCD as of Q3 2023.

  • Milestone Advisory Partners held 800 shares of McDonald's worth $211K as of Q3 2023.
  • Milestone Advisory Partners left its McDonald's share count unchanged in Q3 2023.
  • McDonald's made up 0.18% of Milestone Advisory Partners's portfolio in Q3 2023, its #68 holding.
  • Milestone Advisory Partners first reported a position in McDonald's in Q2 2022 and has held it in 5 quarters since.
  • Milestone Advisory Partners's McDonald's position peaked at $239K in Q2 2023.
  • 2,992 funds tracked by Wall St. Rank held McDonald's as of Q3 2023.

Based on Milestone Advisory Partners's 13F filing for Q3 2023, filed 8 Nov 2023.