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Resolute Financial’s McDonald's MCD Stock Holding History

Resolute Financial’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 		$512K Sell
1,942
-166
-8% -$43.8K 0.44% 54
2022
Q3 		$486K Sell
2,108
-195
-8% -$49.8K 0.46% 51
2022
Q2 		$569K Buy
2,303
+156
+7% +$38.4K 0.49% 48
2022
Q1 		$531K Buy
2,147
+311
+17% +$77.5K 0.43% 55
2021
Q4 		$492K Buy
+1,836
New +$464K 0.37% 62

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Resolute Financial's MCD Position: Q4 2022 in Review

Resolute Financial reduced its McDonald's (MCD) stake by 7.9% in Q4 2022, selling an estimated $43.8K and leaving 1,942 shares worth $512K. The position accounts for 0.44% of the portfolio, ranked #54.

Resolute Financial first reported a position in MCD in Q4 2021 and has held it in 5 quarters since. The position peaked at $569K in Q2 2022. 2,920 funds tracked by Wall St. Rank hold MCD as of Q4 2022.

  • Resolute Financial held 1,942 shares of McDonald's worth $512K as of Q4 2022.
  • Resolute Financial sold 166 McDonald's shares in Q4 2022, an estimated $43.8K.
  • McDonald's made up 0.44% of Resolute Financial's portfolio in Q4 2022, its #54 holding.
  • Resolute Financial first reported a position in McDonald's in Q4 2021 and has held it in 5 quarters since.
  • Resolute Financial's McDonald's position peaked at $569K in Q2 2022.
  • 2,920 funds tracked by Wall St. Rank held McDonald's as of Q4 2022.

Based on Resolute Financial's 13F filing for Q4 2022, filed 13 Feb 2023.