Rebalance’s McDonald's MCD Stock Holding History

Rebalance’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 Q1	–	Sell	-151	Closed	-$39.7K	–	105
2022 Q4	$39.7K	Buy	+151	New	+$39.8K	﹤0.01%	110

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Rebalance's MCD Position: Q1 2023 in Review

Rebalance sold out of McDonald's (MCD) in Q1 2023, closing a stake of 151 shares — an estimated $39.7K sold.

Rebalance first reported a position in MCD in Q4 2022 and held it in 1 quarter. The position peaked at $39.7K in Q4 2022. 2,946 funds tracked by Wall St. Rank hold MCD as of Q1 2023.

Rebalance reported no remaining McDonald's position as of Q1 2023 after selling out during the quarter.
Rebalance sold 151 McDonald's shares in Q1 2023, an estimated $39.7K.
Rebalance first reported a position in McDonald's in Q4 2022 and held it in 1 quarter.
Rebalance's McDonald's position peaked at $39.7K in Q4 2022.
2,946 funds tracked by Wall St. Rank held McDonald's as of Q1 2023.

Based on Rebalance's 13F filing for Q1 2023, filed 3 May 2023.