Reitz Capital Advisors’s McDonald's MCD Stock Holding History

Reitz Capital Advisors’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	–	Sell	-795	Closed	-$237K	–	64
2023 Q2	$237K	Hold	795	–	–	0.22%	37
2023 Q1	$222K	Sell	795 -50	-6%	-$13.4K	0.21%	46
2022 Q4	$223K	Buy	+845	New	+$223K	0.21%	45
2022 Q3	–	Sell	-845	Closed	-$209K	–	51
2022 Q2	$209K	Buy	845 +25	+3%	+$6.16K	0.19%	49
2022 Q1	$203K	Buy	+820	New	+$204K	0.15%	51
2020 Q3	–	Sell	-225	Closed	-$42K	–	84
2020 Q2	$42K	Buy	+225	New	+$41.3K	0.05%	72

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

Reitz Capital Advisors's MCD Position: Q3 2023 in Review

Reitz Capital Advisors sold out of McDonald's (MCD) in Q3 2023, closing a stake of 795 shares — an estimated $237K sold.

Reitz Capital Advisors first reported a position in MCD in Q2 2020 and held it in 6 quarters. The position peaked at $237K in Q2 2023. 2,994 funds tracked by Wall St. Rank hold MCD as of Q3 2023.

Reitz Capital Advisors reported no remaining McDonald's position as of Q3 2023 after selling out during the quarter.
Reitz Capital Advisors sold 795 McDonald's shares in Q3 2023, an estimated $237K.
Reitz Capital Advisors first reported a position in McDonald's in Q2 2020 and held it in 6 quarters.
Reitz Capital Advisors's McDonald's position peaked at $237K in Q2 2023.
2,994 funds tracked by Wall St. Rank held McDonald's as of Q3 2023.

Based on Reitz Capital Advisors's 13F filing for Q3 2023, filed 16 Oct 2023.