PWM
MCD icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $1.47T 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