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

NEIRG 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
2022 Q3	–	Sell	-863	Closed	-$213K	–	146
2022 Q2	$213K	Buy	+863	New	+$213K	0.05%	131

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Norges Bank Oslo, Norway $935B AUM

NEIRG Wealth Management's MCD Position: Q3 2022 in Review

NEIRG Wealth Management sold out of McDonald's (MCD) in Q3 2022, closing a stake of 863 shares — an estimated $213K sold.

NEIRG Wealth Management first reported a position in MCD in Q2 2022 and held it in 1 quarter. The position peaked at $213K in Q2 2022. 2,695 funds tracked by Wall St. Rank hold MCD as of Q3 2022.

NEIRG Wealth Management reported no remaining McDonald's position as of Q3 2022 after selling out during the quarter.
NEIRG Wealth Management sold 863 McDonald's shares in Q3 2022, an estimated $213K.
NEIRG Wealth Management first reported a position in McDonald's in Q2 2022 and held it in 1 quarter.
NEIRG Wealth Management's McDonald's position peaked at $213K in Q2 2022.
2,695 funds tracked by Wall St. Rank held McDonald's as of Q3 2022.

Based on NEIRG Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.