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Park Edge Advisors’s McDonald's MCD Stock Holding History

Park Edge 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
-3,105
Closed -$818K – 118
2023
Q3 		$818K Buy
3,105
+322
+12% +$91.8K 0.29% 42
2023
Q2 		$830K Buy
2,783
+605
+28% +$176K 0.28% 36
2023
Q1 		$609K Sell
2,178
-605
-22% -$162K 0.23% 44
2022
Q4 		$733K Buy
+2,783
New +$734K 0.32% 36

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

Park Edge Advisors's MCD Position: Q4 2023 in Review

Park Edge Advisors sold out of McDonald's (MCD) in Q4 2023, closing a stake of 3,105 shares — an estimated $818K sold.

Park Edge Advisors first reported a position in MCD in Q4 2022 and held it in 4 quarters. The position peaked at $830K in Q2 2023. 3,185 funds tracked by Wall St. Rank hold MCD as of Q4 2023.

  • Park Edge Advisors reported no remaining McDonald's position as of Q4 2023 after selling out during the quarter.
  • Park Edge Advisors sold 3,105 McDonald's shares in Q4 2023, an estimated $818K.
  • Park Edge Advisors first reported a position in McDonald's in Q4 2022 and held it in 4 quarters.
  • Park Edge Advisors's McDonald's position peaked at $830K in Q2 2023.
  • 3,185 funds tracked by Wall St. Rank held McDonald's as of Q4 2023.

Based on Park Edge Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.