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Peak Financial Advisors’s McDonald's MCD Stock Holding History

Peak Financial 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
Q3 		– Sell
-7,067
Closed -$2.11M – 65
2023
Q2 		$2.11M Buy
7,067
+332
+5% +$96.5K 1.66% 21
2023
Q1 		$1.88M Buy
6,735
+2,554
+61% +$684K 1.59% 21
2022
Q4 		$1.1M Buy
+4,181
New +$1.1M 1% 33

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Peak Financial Advisors's MCD Position: Q3 2023 in Review

Peak Financial Advisors sold out of McDonald's (MCD) in Q3 2023, closing a stake of 7,067 shares — an estimated $2.11M sold.

Peak Financial Advisors first reported a position in MCD in Q4 2022 and held it in 3 quarters. The position peaked at $2.11M in Q2 2023. 2,992 funds tracked by Wall St. Rank hold MCD as of Q3 2023.

  • Peak Financial Advisors reported no remaining McDonald's position as of Q3 2023 after selling out during the quarter.
  • Peak Financial Advisors sold 7,067 McDonald's shares in Q3 2023, an estimated $2.11M.
  • Peak Financial Advisors first reported a position in McDonald's in Q4 2022 and held it in 3 quarters.
  • Peak Financial Advisors's McDonald's position peaked at $2.11M in Q2 2023.
  • 2,992 funds tracked by Wall St. Rank held McDonald's as of Q3 2023.

Based on Peak Financial Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.