RPg Family Wealth Advisory’s McDonald's MCD Stock Holding History

RPg Family Wealth Advisory’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 Q2	–	Sell	-45	Closed	-$11.1K	–	231
2022 Q1	$11.1K	Hold	45	–	–	﹤0.01%	252
2021 Q4	$12.1K	Hold	45	–	–	﹤0.01%	255
2021 Q3	$10.8K	Hold	45	–	–	﹤0.01%	274
2021 Q2	$10.4K	Buy	+45	New	+$10.5K	﹤0.01%	277
2019 Q4	–	Sell	-345	Closed	-$74.1K	–	294
2019 Q3	$74.1K	Hold	345	–	–	0.04%	136
2019 Q2	$71.6K	Hold	345	–	–	0.04%	138
2019 Q1	$65.5K	Hold	345	–	–	0.04%	151
2018 Q4	$61.3K	Hold	345	–	–	0.06%	98
2018 Q3	$57.7K	Hold	345	–	–	0.04%	102
2018 Q2	$54.1K	Buy	+345	New	+$55.9K	0.04%	110
2018 Q1	–	Sell	-497	Closed	-$85.5K	–	270
2017 Q4	$85.5K	Hold	497	–	–	0.07%	75
2017 Q3	$77.9K	Sell	497 -139	-22%	-$21.8K	0.06%	94
2017 Q2	$97.4K	Buy	636 +123	+24%	+$17.8K	0.08%	75
2017 Q1	$66.5K	Sell	513 -28	-5%	-$3.51K	0.06%	112
2016 Q4	$65.8K	Sell	541 -7	-1%	-$821	0.06%	102
2016 Q3	$63.2K	Sell	548 -228	-29%	-$27K	0.04%	106
2016 Q2	$93.4K	Sell	776 -199	-20%	-$24.9K	0.04%	87
2016 Q1	$123K	Buy	975 +830	+572%	+$99.2K	0.09%	79
2015 Q4	$17.1K	Buy	+145	New	+$16.2K	0.02%	159

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

RPg Family Wealth Advisory's MCD Position: Q2 2022 in Review

RPg Family Wealth Advisory sold out of McDonald's (MCD) in Q2 2022, closing a stake of 45 shares — an estimated $11.1K sold.

RPg Family Wealth Advisory first reported a position in MCD in Q4 2015 and held it in 19 quarters. The position peaked at $123K in Q1 2016. 2,718 funds tracked by Wall St. Rank hold MCD as of Q2 2022.

RPg Family Wealth Advisory reported no remaining McDonald's position as of Q2 2022 after selling out during the quarter.
RPg Family Wealth Advisory sold 45 McDonald's shares in Q2 2022, an estimated $11.1K.
RPg Family Wealth Advisory first reported a position in McDonald's in Q4 2015 and held it in 19 quarters.
RPg Family Wealth Advisory's McDonald's position peaked at $123K in Q1 2016.
2,718 funds tracked by Wall St. Rank held McDonald's as of Q2 2022.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2022, filed 12 Aug 2022.