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

Moran 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 Q2	–	Sell	-1,604	Closed	-$448K	–	404
2023 Q1	$448K	Sell	1,604 -384	-19%	-$103K	0.02%	302
2022 Q4	$524K	Buy	+1,988	New	+$524K	0.02%	295

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

Moran Wealth Management's MCD Position: Q2 2023 in Review

Moran Wealth Management sold out of McDonald's (MCD) in Q2 2023, closing a stake of 1,604 shares — an estimated $448K sold.

Moran Wealth Management first reported a position in MCD in Q4 2022 and held it in 2 quarters. The position peaked at $524K in Q4 2022. 3,002 funds tracked by Wall St. Rank hold MCD as of Q2 2023.

Moran Wealth Management reported no remaining McDonald's position as of Q2 2023 after selling out during the quarter.
Moran Wealth Management sold 1,604 McDonald's shares in Q2 2023, an estimated $448K.
Moran Wealth Management first reported a position in McDonald's in Q4 2022 and held it in 2 quarters.
Moran Wealth Management's McDonald's position peaked at $524K in Q4 2022.
3,002 funds tracked by Wall St. Rank held McDonald's as of Q2 2023.

Based on Moran Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.