PWS
MCD icon

Paragon Wealth Strategies’s McDonald's MCD Stock Holding History

Paragon Wealth Strategies’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
-68
Closed -$17.8K – 151
2022
Q4 		$17.8K Buy
68
+10
+17% +$2.64K 0.02% 109
2022
Q3 		$13K Buy
+58
New +$14.8K 0.01% 93
2021
Q3 		– Sell
-90
Closed -$21K – 183
2021
Q2 		$21K Buy
+90
New +$20.9K 0.01% 129

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Paragon Wealth Strategies's MCD Position: Q1 2023 in Review

Paragon Wealth Strategies sold out of McDonald's (MCD) in Q1 2023, closing a stake of 68 shares — an estimated $17.8K sold.

Paragon Wealth Strategies first reported a position in MCD in Q2 2021 and held it in 3 quarters. The position peaked at $21K in Q2 2021. 2,944 funds tracked by Wall St. Rank hold MCD as of Q1 2023.

  • Paragon Wealth Strategies reported no remaining McDonald's position as of Q1 2023 after selling out during the quarter.
  • Paragon Wealth Strategies sold 68 McDonald's shares in Q1 2023, an estimated $17.8K.
  • Paragon Wealth Strategies first reported a position in McDonald's in Q2 2021 and held it in 3 quarters.
  • Paragon Wealth Strategies's McDonald's position peaked at $21K in Q2 2021.
  • 2,944 funds tracked by Wall St. Rank held McDonald's as of Q1 2023.

Based on Paragon Wealth Strategies's 13F filing for Q1 2023, filed 26 Apr 2023.