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Milestone Investment Advisors’s McDonald's MCD Stock Holding History

Milestone Investment Advisors’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
Q4 		– Sell
-1,866
Closed -$492K – 306
2023
Q3 		$492K Buy
+1,866
New +$532K 0.14% 63
2023
Q2 		– Sell
-1,866
Closed -$522K – 299
2023
Q1 		$522K Buy
+1,866
New +$500K 0.16% 54

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Milestone Investment Advisors's MCD Position: Q4 2023 in Review

Milestone Investment Advisors sold out of McDonald's (MCD) in Q4 2023, closing a stake of 1,866 shares — an estimated $492K sold.

Milestone Investment Advisors first reported a position in MCD in Q1 2023 and held it in 2 quarters. The position peaked at $522K in Q1 2023. 3,186 funds tracked by Wall St. Rank hold MCD as of Q4 2023.

  • Milestone Investment Advisors reported no remaining McDonald's position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 1,866 McDonald's shares in Q4 2023, an estimated $492K.
  • Milestone Investment Advisors first reported a position in McDonald's in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's McDonald's position peaked at $522K in Q1 2023.
  • 3,186 funds tracked by Wall St. Rank held McDonald's as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.