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Resource Planning Group’s McDonald's MCD Stock Holding History

Resource Planning 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
Q4 		– Sell
-1,949
Closed -$450K – 66
2022
Q3 		$450K Buy
1,949
+9
+0.5% +$2.3K 0.39% 45
2022
Q2 		$479K Buy
1,940
+9
+0.5% +$2.22K 0.4% 44
2022
Q1 		$478K Buy
1,931
+9
+0.5% +$2.24K 0.34% 44
2021
Q4 		$515K Sell
1,922
-271
-12% -$68.4K 0.35% 43
2021
Q3 		$529K Sell
2,193
-36
-2% -$8.59K 0.33% 46
2021
Q2 		$515K Buy
2,229
+407
+22% +$94.7K 0.3% 46
2021
Q1 		$408K Buy
1,822
+9
+0.5% +$1.93K 0.27% 51
2020
Q4 		$389K Buy
1,813
+9
+0.5% +$1.96K 0.28% 47
2020
Q3 		$396K Buy
1,804
+8
+0.4% +$1.64K 0.3% 45
2020
Q2 		$331K Buy
1,796
+10
+0.6% +$1.83K 0.25% 44
2020
Q1 		$295K Buy
1,786
+17
+1% +$3.35K 0.26% 39
2019
Q4 		$350K Buy
1,769
+10
+0.6% +$1.98K 0.2% 47
2019
Q3 		$378K Buy
1,759
+8
+0.5% +$1.72K 0.22% 43
2019
Q2 		$364K Buy
1,751
+8
+0.5% +$1.58K 0.21% 44
2019
Q1 		$331K Buy
1,743
+9
+0.5% +$1.63K 0.22% 39
2018
Q4 		$308K Buy
1,734
+9
+0.5% +$1.6K 0.23% 37
2018
Q3 		$289K Buy
+1,725
New +$276K 0.23% 33

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

Resource Planning Group's MCD Position: Q4 2022 in Review

Resource Planning Group sold out of McDonald's (MCD) in Q4 2022, closing a stake of 1,949 shares — an estimated $450K sold.

Resource Planning Group first reported a position in MCD in Q3 2018 and held it in 17 quarters. The position peaked at $529K in Q3 2021. 2,920 funds tracked by Wall St. Rank hold MCD as of Q4 2022.

  • Resource Planning Group reported no remaining McDonald's position as of Q4 2022 after selling out during the quarter.
  • Resource Planning Group sold 1,949 McDonald's shares in Q4 2022, an estimated $450K.
  • Resource Planning Group first reported a position in McDonald's in Q3 2018 and held it in 17 quarters.
  • Resource Planning Group's McDonald's position peaked at $529K in Q3 2021.
  • 2,920 funds tracked by Wall St. Rank held McDonald's as of Q4 2022.

Based on Resource Planning Group's 13F filing for Q4 2022, filed 31 Jan 2023.