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Polaris Wealth Advisory Group’s McDonald's MCD Stock Holding History

Polaris Wealth Advisory 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
Q3 		$8.55M Sell
32,447
-177
-0.5% -$50.5K 0.65% 54
2023
Q2 		$9.74M Sell
32,624
-2,782
-8% -$808K 0.74% 49
2023
Q1 		$9.9M Buy
35,406
+33,675
+1,945% +$9.02M 0.73% 46
2022
Q4 		$465K Sell
1,731
-5,651
-77% -$1.49M 0.03% 134
2022
Q3 		$1.73M Buy
7,382
+204
+3% +$52.1K 0.14% 84
2022
Q2 		$1.77M Buy
7,178
+5,224
+267% +$1.29M 0.14% 77
2022
Q1 		$497K Sell
1,954
-11
-0.6% -$2.74K 0.03% 115
2021
Q4 		$527K Sell
1,965
-94,952
-98% -$24M 0.03% 124
2021
Q3 		$24.1M Buy
96,917
+95,081
+5,179% +$22.7M 1.44% 28
2021
Q2 		$426K Sell
1,836
-52
-3% -$12.1K 0.03% 126
2021
Q1 		$437K Sell
1,888
-82
-4% -$17.5K 0.03% 130
2020
Q4 		$425K Buy
1,970
+2
+0.1% +$435 0.03% 139
2020
Q3 		$445K Sell
1,968
-376
-16% -$77.2K 0.04% 111
2020
Q2 		$433K Buy
2,344
+2
+0.1% +$367 0.03% 110
2020
Q1 		$387K Sell
2,342
-101,337
-98% -$20M 0.04% 95
2019
Q4 		$21.9M Sell
103,679
-6,183
-6% -$1.23M 1.46% 33
2019
Q3 		$22.7M Buy
109,862
+1,294
+1% +$277K 1.85% 27
2019
Q2 		$22.4M Buy
108,568
+106,782
+5,979% +$21.2M 1.7% 32
2019
Q1 		$336K Hold
1,786
– – 0.03% 128
2018
Q4 		$317K Buy
1,786
+101
+6% +$17.9K 0.03% 121
2018
Q3 		$282K Buy
+1,685
New +$270K 0.02% 135
2018
Q2 		– Sell
-303
Closed -$47K – 350
2018
Q1 		$47K Buy
+303
New +$49.8K ﹤0.01% 220
2016
Q1 		– Sell
-4,084
Closed -$482K – 132
2015
Q4 		$482K Buy
+4,084
New +$457K 0.08% 82
2014
Q1 		– Sell
-80
Closed -$8K – 187
2013
Q4 		$8K Buy
+80
New +$7.69K ﹤0.01% 156

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

Polaris Wealth Advisory Group's MCD Position: Q3 2023 in Review

Polaris Wealth Advisory Group reduced its McDonald's (MCD) stake by 0.54% in Q3 2023, selling an estimated $50.5K and leaving 32,447 shares worth $8.55M. The position accounts for 0.65% of the portfolio, ranked #54.

Polaris Wealth Advisory Group first reported a position in MCD in Q4 2013 and has held it in 24 quarters since. The position peaked at $24.1M in Q3 2021. 2,993 funds tracked by Wall St. Rank hold MCD as of Q3 2023.

  • Polaris Wealth Advisory Group held 32,447 shares of McDonald's worth $8.55M as of Q3 2023.
  • Polaris Wealth Advisory Group sold 177 McDonald's shares in Q3 2023, an estimated $50.5K.
  • McDonald's made up 0.65% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #54 holding.
  • Polaris Wealth Advisory Group first reported a position in McDonald's in Q4 2013 and has held it in 24 quarters since.
  • Polaris Wealth Advisory Group's McDonald's position peaked at $24.1M in Q3 2021.
  • 2,993 funds tracked by Wall St. Rank held McDonald's as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.