Oxinas Partners Wealth Management’s McDonald's MCD Stock Holding History

Oxinas Partners 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 Q1	–	Sell	-782	Closed	-$206K	–	117
2022 Q4	$206K	Buy	+782	New	+$206K	0.17%	92
2022 Q1	–	Sell	-1,318	Closed	-$353K	–	139
2021 Q4	$353K	Sell	1,318 -183	-12%	-$46.2K	0.2%	102
2021 Q3	$362K	Sell	1,501 -110	-7%	-$26.3K	0.21%	104
2021 Q2	$372K	Buy	+1,611	New	+$375K	0.21%	105

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Norges Bank Oslo, Norway $935B AUM

Oxinas Partners Wealth Management's MCD Position: Q1 2023 in Review

Oxinas Partners Wealth Management sold out of McDonald's (MCD) in Q1 2023, closing a stake of 782 shares — an estimated $206K sold.

Oxinas Partners Wealth Management first reported a position in MCD in Q2 2021 and held it in 4 quarters. The position peaked at $372K in Q2 2021. 2,944 funds tracked by Wall St. Rank hold MCD as of Q1 2023.

Oxinas Partners Wealth Management reported no remaining McDonald's position as of Q1 2023 after selling out during the quarter.
Oxinas Partners Wealth Management sold 782 McDonald's shares in Q1 2023, an estimated $206K.
Oxinas Partners Wealth Management first reported a position in McDonald's in Q2 2021 and held it in 4 quarters.
Oxinas Partners Wealth Management's McDonald's position peaked at $372K in Q2 2021.
2,944 funds tracked by Wall St. Rank held McDonald's as of Q1 2023.

Based on Oxinas Partners Wealth Management's 13F filing for Q1 2023, filed 12 Apr 2023.