PFA
MCD icon

Professional Financial Advisors’s McDonald's MCD Stock Holding History

Professional Financial Advisors’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
2022
Q4 		– Sell
-90
Closed -$21K – 297
2022
Q3 		$21K Hold
90
– – 0.01% 221
2022
Q2 		$22K Hold
90
– – 0.01% 220
2022
Q1 		$22K Buy
90
+5
+6% +$1.25K 0.01% 232
2021
Q4 		$23K Hold
85
– – 0.01% 237
2021
Q3 		$21K Hold
85
– – 0.01% 209
2021
Q2 		$20K Hold
85
– – 0.01% 215
2021
Q1 		$19K Hold
85
– – 0.01% 198
2020
Q4 		$18K Buy
85
+4
+5% +$870 0.01% 201
2020
Q3 		$17K Buy
+81
New +$16.6K 0.02% 191

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Professional Financial Advisors's MCD Position: Q4 2022 in Review

Professional Financial Advisors sold out of McDonald's (MCD) in Q4 2022, closing a stake of 90 shares — an estimated $21K sold.

Professional Financial Advisors first reported a position in MCD in Q3 2020 and held it in 9 quarters. The position peaked at $23K in Q4 2021. 2,922 funds tracked by Wall St. Rank hold MCD as of Q4 2022.

  • Professional Financial Advisors reported no remaining McDonald's position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 90 McDonald's shares in Q4 2022, an estimated $21K.
  • Professional Financial Advisors first reported a position in McDonald's in Q3 2020 and held it in 9 quarters.
  • Professional Financial Advisors's McDonald's position peaked at $23K in Q4 2021.
  • 2,922 funds tracked by Wall St. Rank held McDonald's as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.