Piershale Financial Group’s McDonald's MCD Stock Holding History

Piershale Financial Group’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	$29.8K	Hold	100	–	–	0.02%	54
2023 Q1	$28K	Hold	100	–	–	0.02%	53
2022 Q4	$26.4K	Buy	+100	New	+$26.4K	0.02%	54
2014 Q1	–	Sell	-18	Closed	-$2K	–	161
2013 Q4	$2K	Buy	+18	New	+$1.73K	﹤0.01%	101

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 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

Piershale Financial Group's MCD Position: Q2 2023 in Review

Piershale Financial Group held its McDonald's (MCD) position steady in Q2 2023 at 100 shares worth $29.8K. The position accounts for 0.02% of the portfolio, ranked #54.

Piershale Financial Group first reported a position in MCD in Q4 2013 and has held it in 4 quarters since. 3,003 funds tracked by Wall St. Rank hold MCD as of Q2 2023.

Piershale Financial Group held 100 shares of McDonald's worth $29.8K as of Q2 2023.
Piershale Financial Group left its McDonald's share count unchanged in Q2 2023.
McDonald's made up 0.02% of Piershale Financial Group's portfolio in Q2 2023, its #54 holding.
Piershale Financial Group first reported a position in McDonald's in Q4 2013 and has held it in 4 quarters since.
3,003 funds tracked by Wall St. Rank held McDonald's as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.