PRW Wealth Management’s McDonald's MCD Stock Holding History

PRW Wealth Management’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	$203K	Hold	782	–	–	0.08%	102
2023 Q2	$230K	Buy	782 +9	+1%	+$2.62K	0.08%	70
2023 Q1	$229K	Buy	+773	New	+$207K	0.09%	97
2022 Q1	–	Sell	-753	Closed	-$202K	–	122
2021 Q4	$202K	Buy	+753	New	+$190K	0.09%	105
2021 Q3	–	Sell	-2,610	Closed	-$603K	–	211
2021 Q2	$603K	Buy	+2,610	New	+$607K	0.18%	139
2019 Q2	–	Sell	-792	Closed	-$151K	–	416
2019 Q1	$151K	Sell	792 -61	-7%	-$11.1K	0.14%	65
2018 Q4	$151K	Buy	+853	New	+$151K	0.19%	69

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 $3.37T AUM 44.26% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

Norges Bank Oslo, Norway $1T AUM

PRW Wealth Management's MCD Position: Q3 2023 in Review

PRW Wealth Management held its McDonald's (MCD) position steady in Q3 2023 at 782 shares worth $203K. The position accounts for 0.08% of the portfolio, ranked #102.

PRW Wealth Management first reported a position in MCD in Q4 2018 and has held it in 7 quarters since. The position peaked at $603K in Q2 2021. 2,994 funds tracked by Wall St. Rank hold MCD as of Q3 2023.

PRW Wealth Management held 782 shares of McDonald's worth $203K as of Q3 2023.
PRW Wealth Management left its McDonald's share count unchanged in Q3 2023.
McDonald's made up 0.08% of PRW Wealth Management's portfolio in Q3 2023, its #102 holding.
PRW Wealth Management first reported a position in McDonald's in Q4 2018 and has held it in 7 quarters since.
PRW Wealth Management's McDonald's position peaked at $603K in Q2 2021.
2,994 funds tracked by Wall St. Rank held McDonald's as of Q3 2023.

Based on PRW Wealth Management's 13F filing for Q3 2023, filed 1 Nov 2023.