RGT Wealth Advisors’s McDonald's MCD Stock Holding History

RGT Wealth 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
2022 Q3	$416K	Sell	1,801 -293	-14%	-$74.9K	0.07%	46
2022 Q2	$517K	Sell	2,094 -200	-9%	-$49.3K	0.09%	50
2022 Q1	$567K	Buy	2,294 +200	+10%	+$49.8K	0.09%	53
2021 Q4	$561K	Buy	2,094 +1,144	+120%	+$289K	0.09%	54
2021 Q3	$229K	Hold	950	–	–	0.05%	49
2021 Q2	$219K	Sell	950 -50	-5%	-$11.6K	0.04%	50
2021 Q1	$224K	Buy	1,000 +38	+4%	+$8.13K	0.04%	50
2020 Q4	$206K	Hold	962	–	–	0.04%	65
2020 Q3	$211K	Buy	+962	New	+$198K	0.05%	36
2020 Q2	–	Sell	-1,385	Closed	-$229K	–	45
2020 Q1	$229K	Buy	+1,385	New	+$273K	0.15%	28

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

RGT Wealth Advisors's MCD Position: Q3 2022 in Review

RGT Wealth Advisors reduced its McDonald's (MCD) stake by 14% in Q3 2022, selling an estimated $74.9K and leaving 1,801 shares worth $416K. The position accounts for 0.07% of the portfolio, ranked #46.

RGT Wealth Advisors first reported a position in MCD in Q1 2020 and has held it in 10 quarters since. The position peaked at $567K in Q1 2022. 2,696 funds tracked by Wall St. Rank hold MCD as of Q3 2022.

RGT Wealth Advisors held 1,801 shares of McDonald's worth $416K as of Q3 2022.
RGT Wealth Advisors sold 293 McDonald's shares in Q3 2022, an estimated $74.9K.
McDonald's made up 0.07% of RGT Wealth Advisors's portfolio in Q3 2022, its #46 holding.
RGT Wealth Advisors first reported a position in McDonald's in Q1 2020 and has held it in 10 quarters since.
RGT Wealth Advisors's McDonald's position peaked at $567K in Q1 2022.
2,696 funds tracked by Wall St. Rank held McDonald's as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.