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	$1.91M	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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PFS Investments's MCD Position: Q2 2023 in Review

PFS Investments increased its McDonald's (MCD) stake by 5.8% in Q2 2023, buying an estimated $145K and bringing the position to 9,142 shares worth $2.73M. The position accounts for 0.04% of the portfolio, ranked #296.

PFS Investments first reported a position in MCD in Q2 2019 and has held it in 17 quarters since. The position peaked at $8.16M in Q4 2020. 3,005 funds tracked by Wall St. Rank hold MCD as of Q2 2023.

PFS Investments held 9,142 shares of McDonald's worth $2.73M as of Q2 2023.
PFS Investments bought 499 McDonald's shares in Q2 2023, an estimated $145K.
McDonald's made up 0.04% of PFS Investments's portfolio in Q2 2023, its #296 holding.
PFS Investments first reported a position in McDonald's in Q2 2019 and has held it in 17 quarters since.
PFS Investments's McDonald's position peaked at $8.16M in Q4 2020.
3,005 funds tracked by Wall St. Rank held McDonald's as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.