Precision Wealth Strategies’s McDonald's MCD Stock Holding History

Precision Wealth Strategies’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 Q4	–	Sell	-997	Closed	-$263K	–	100
2023 Q3	$263K	Buy	+997	New	+$284K	0.28%	69

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Precision Wealth Strategies's MCD Position: Q4 2023 in Review

Precision Wealth Strategies sold out of McDonald's (MCD) in Q4 2023, closing a stake of 997 shares — an estimated $263K sold.

Precision Wealth Strategies first reported a position in MCD in Q3 2023 and held it in 1 quarter. The position peaked at $263K in Q3 2023. 3,186 funds tracked by Wall St. Rank hold MCD as of Q4 2023.

Precision Wealth Strategies reported no remaining McDonald's position as of Q4 2023 after selling out during the quarter.
Precision Wealth Strategies sold 997 McDonald's shares in Q4 2023, an estimated $263K.
Precision Wealth Strategies first reported a position in McDonald's in Q3 2023 and held it in 1 quarter.
Precision Wealth Strategies's McDonald's position peaked at $263K in Q3 2023.
3,186 funds tracked by Wall St. Rank held McDonald's as of Q4 2023.

Based on Precision Wealth Strategies's 13F filing for Q4 2023, filed 5 Feb 2024.