Rothschild & Co Wealth Management (UK)’s McDonald's MCD Stock Holding History

Rothschild & Co Wealth Management (UK)’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	-80	Closed	-$20K	–	37
2022 Q2	$20K	Buy	+80	New	+$19.7K	﹤0.01%	34
2015 Q2	–	Sell	-2,400	Closed	-$234K	–	77
2015 Q1	$234K	Buy	+2,400	New	+$228K	0.02%	54

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

Rothschild & Co Wealth Management (UK)'s MCD Position: Q3 2022 in Review

Rothschild & Co Wealth Management (UK) sold out of McDonald's (MCD) in Q3 2022, closing a stake of 80 shares — an estimated $20K sold.

Rothschild & Co Wealth Management (UK) first reported a position in MCD in Q1 2015 and held it in 2 quarters. The position peaked at $234K in Q1 2015. 2,695 funds tracked by Wall St. Rank hold MCD as of Q3 2022.

Rothschild & Co Wealth Management (UK) reported no remaining McDonald's position as of Q3 2022 after selling out during the quarter.
Rothschild & Co Wealth Management (UK) sold 80 McDonald's shares in Q3 2022, an estimated $20K.
Rothschild & Co Wealth Management (UK) first reported a position in McDonald's in Q1 2015 and held it in 2 quarters.
Rothschild & Co Wealth Management (UK)'s McDonald's position peaked at $234K in Q1 2015.
2,695 funds tracked by Wall St. Rank held McDonald's as of Q3 2022.

Based on Rothschild & Co Wealth Management (UK)'s 13F filing for Q3 2022, filed 27 Oct 2022.