Regal Wealth Group’s McDonald's MCD Stock Holding History

Regal Wealth Group’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 Q3	–	Sell	-2,061	Closed	-$509K	–	49
2022 Q2	$509K	Hold	2,061	–	–	0.37%	27
2022 Q1	$516K	Sell	2,061 -56	-3%	-$13.9K	0.32%	28
2021 Q4	$568K	Hold	2,117	–	–	0.32%	28
2021 Q3	$510K	Hold	2,117	–	–	0.31%	29
2021 Q2	$489K	Hold	2,117	–	–	0.29%	29
2021 Q1	$475K	Hold	2,117	–	–	0.28%	26
2020 Q4	$454K	Hold	2,117	–	–	0.28%	27
2020 Q3	$465K	Hold	2,117	–	–	0.36%	25
2020 Q2	$391K	Hold	2,117	–	–	0.32%	28
2020 Q1	$350K	Hold	2,117	–	–	0.34%	28
2019 Q4	$418K	Sell	2,117 -75	-3%	-$14.9K	0.27%	30
2019 Q3	$471K	Hold	2,192	–	–	0.32%	27
2019 Q2	$455K	Hold	2,192	–	–	0.32%	27
2019 Q1	$416K	Hold	2,192	–	–	0.3%	29
2018 Q4	$389K	Hold	2,192	–	–	0.35%	27
2018 Q3	$367K	Hold	2,192	–	–	0.25%	31
2018 Q2	$343K	Hold	2,192	–	–	0.37%	30
2018 Q1	$343K	Hold	2,192	–	–	0.26%	29
2017 Q4	$377K	Buy	2,192 +16	+0.7%	+$2.69K	0.27%	28
2017 Q3	$341K	Hold	2,176	–	–	0.25%	30
2017 Q2	$333K	Hold	2,176	–	–	0.26%	31
2017 Q1	$282K	Hold	2,176	–	–	0.22%	37
2016 Q4	$265K	Hold	2,176	–	–	0.22%	37
2016 Q3	$251K	Hold	2,176	–	–	0.23%	30
2016 Q2	$262K	Hold	2,176	–	–	0.25%	29
2016 Q1	$273K	Hold	2,176	–	–	0.26%	29
2015 Q4	$257K	Buy	+2,176	New	+$243K	0.25%	30

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

Norges Bank Oslo, Norway $935B AUM

Regal Wealth Group's MCD Position: Q3 2022 in Review

Regal Wealth Group sold out of McDonald's (MCD) in Q3 2022, closing a stake of 2,061 shares — an estimated $509K sold.

Regal Wealth Group first reported a position in MCD in Q4 2015 and held it in 27 quarters. The position peaked at $568K in Q4 2021. 2,695 funds tracked by Wall St. Rank hold MCD as of Q3 2022.

Regal Wealth Group reported no remaining McDonald's position as of Q3 2022 after selling out during the quarter.
Regal Wealth Group sold 2,061 McDonald's shares in Q3 2022, an estimated $509K.
Regal Wealth Group first reported a position in McDonald's in Q4 2015 and held it in 27 quarters.
Regal Wealth Group's McDonald's position peaked at $568K in Q4 2021.
2,695 funds tracked by Wall St. Rank held McDonald's as of Q3 2022.

Based on Regal Wealth Group's 13F filing for Q3 2022, filed 9 Nov 2022.