Red Cedar Capital’s McDonald's MCD Stock Holding History

Red Cedar Capital’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	$145K	Hold	550	–	–	0.09%	68
2022 Q3	$127K	Hold	550	–	–	0.09%	71
2022 Q2	$136K	Hold	550	–	–	0.09%	70
2022 Q1	$136K	Hold	550	–	–	0.08%	69
2021 Q4	$147K	Hold	550	–	–	0.08%	70
2021 Q3	$132K	Hold	550	–	–	0.08%	69
2021 Q2	$127K	Hold	550	–	–	0.08%	70
2021 Q1	$123K	Hold	550	–	–	0.08%	71
2020 Q4	$118K	Hold	550	–	–	0.09%	69
2020 Q3	$121K	Hold	550	–	–	0.11%	69
2020 Q2	$101K	Hold	550	–	–	0.09%	69
2020 Q1	$91K	Hold	550	–	–	0.09%	70
2019 Q4	$109K	Hold	550	–	–	0.08%	71
2019 Q3	$118K	Hold	550	–	–	0.1%	70
2019 Q2	$114K	Hold	550	–	–	0.1%	72
2019 Q1	$104K	Hold	550	–	–	0.09%	74
2018 Q4	$98K	Hold	550	–	–	0.1%	71
2018 Q3	$92K	Hold	550	–	–	0.08%	78
2018 Q2	$86K	Hold	550	–	–	0.08%	79
2018 Q1	$86K	Buy	550 +250	+83%	+$41.1K	0.08%	80
2017 Q4	$52K	Buy	+300	New	+$50.4K	0.04%	88

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Red Cedar Capital's MCD Position: Q4 2022 in Review

Red Cedar Capital held its McDonald's (MCD) position steady in Q4 2022 at 550 shares worth $145K. The position accounts for 0.09% of the portfolio, ranked #68.

Red Cedar Capital first reported a position in MCD in Q4 2017 and has held it in 21 quarters since. The position peaked at $147K in Q4 2021. 2,920 funds tracked by Wall St. Rank hold MCD as of Q4 2022.

Red Cedar Capital held 550 shares of McDonald's worth $145K as of Q4 2022.
Red Cedar Capital left its McDonald's share count unchanged in Q4 2022.
McDonald's made up 0.09% of Red Cedar Capital's portfolio in Q4 2022, its #68 holding.
Red Cedar Capital first reported a position in McDonald's in Q4 2017 and has held it in 21 quarters since.
Red Cedar Capital's McDonald's position peaked at $147K in Q4 2021.
2,920 funds tracked by Wall St. Rank held McDonald's as of Q4 2022.

Based on Red Cedar Capital's 13F filing for Q4 2022, filed 6 Feb 2023.