PFS Investments’s McDonald's MCD Stock Holding History

PFS Investments’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 Q2	$2.73M	Buy	9,142 +499	+6%	+$145K	0.04%	296
2023 Q1	$2.44M	Buy	8,643 +328	+4%	+$87.9K	0.04%	285
2022 Q4	$2.19M	Buy	8,315 +50	+0.6%	+$13.2K	0.04%	278
2022 Q3	$1.91K	Buy	8,265 +536	+7%	+$137K	0.03%	284
2022 Q2	$1.91M	Sell	7,729 -13,645	-64%	-$3.36M	0.04%	275
2022 Q1	$5.29M	Buy	21,374 +1,533	+8%	+$382K	0.1%	189
2021 Q4	$5.32M	Buy	19,841 +1,689	+9%	+$426K	0.1%	181
2021 Q3	$4.59M	Buy	18,152 +1,426	+9%	+$340K	0.1%	189
2021 Q2	$3.94M	Sell	16,726 -534	-3%	-$124K	0.09%	187
2021 Q1	$3.87M	Sell	17,260 -20,821	-55%	-$4.45M	0.1%	177
2020 Q4	$8.16M	Buy	38,081 +5,058	+15%	+$1.1M	0.23%	108
2020 Q3	$7.25M	Buy	33,023 +5,022	+18%	+$1.03M	0.24%	92
2020 Q2	$5.17M	Buy	28,001 +1,543	+6%	+$283K	0.19%	109
2020 Q1	$4.38M	Buy	26,458 +19,966	+308%	+$3.93M	0.19%	89
2019 Q4	$1.28M	Buy	6,492 +2,996	+86%	+$594K	0.05%	176
2019 Q3	$750K	Buy	3,496 +1,743	+99%	+$374K	0.03%	167
2019 Q2	$370K	Buy	+1,753	New	+$347K	0.02%	170

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

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

Wellington Management Group

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

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

Norges Bank Oslo, Norway $935B AUM

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