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Sargent Bickham Lagudis’s McDonald's MCD Stock Holding History

Sargent Bickham Lagudis’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 		$667K Sell
2,532
-3
-0.1% -$791 0.05% 156
2022
Q3 		$585K Buy
2,535
+104
+4% +$26.6K 0.05% 156
2022
Q2 		$600K Buy
2,431
+160
+7% +$39.4K 0.05% 164
2022
Q1 		$561K Sell
2,271
-42
-2% -$10.5K 0.04% 172
2021
Q4 		$620K Sell
2,313
-504
-18% -$127K 0.05% 159
2021
Q3 		$679K Buy
2,817
+996
+55% +$238K 0.06% 149
2021
Q2 		$421K Buy
1,821
+203
+13% +$47.2K 0.03% 189
2021
Q1 		$363K Buy
1,618
+477
+42% +$102K 0.03% 184
2020
Q4 		$245K Buy
1,141
+83
+8% +$18K 0.02% 212
2020
Q3 		$232K Buy
1,058
+555
+110% +$114K 0.02% 196
2020
Q2 		$93K Sell
503
-133
-21% -$24.4K 0.01% 287
2020
Q1 		$105K Sell
636
-241
-27% -$47.5K 0.01% 250
2019
Q4 		$173K Buy
877
+4
+0.5% +$793 0.02% 217
2019
Q3 		$187K Sell
873
-1,487
-63% -$319K 0.02% 196
2019
Q2 		$490K Buy
2,360
+659
+39% +$131K 0.06% 142
2019
Q1 		$323K Buy
1,701
+1
+0.1% +$181 0.04% 179
2018
Q4 		$302K Hold
1,700
– – 0.04% 169
2018
Q3 		$284K Buy
1,700
+1
+0.1% +$160 0.03% 178
2018
Q2 		$266K Buy
1,699
+1
+0.1% +$162 0.03% 177
2018
Q1 		$266K Hold
1,698
– – 0.03% 175
2017
Q4 		$292K Hold
1,698
– – 0.03% 181
2017
Q3 		$266K Buy
1,698
+60
+4% +$9.4K 0.03% 190
2017
Q2 		$251K Buy
1,638
+130
+9% +$18.8K 0.03% 187
2017
Q1 		$195K Hold
1,508
– – 0.03% 211
2016
Q4 		$184K Sell
1,508
-648
-30% -$76K 0.03% 207
2016
Q3 		$249 Buy
2,156
+111
+5% +$13.2K 0.04% 187
2016
Q2 		$246K Buy
2,045
+215
+12% +$26.9K 0.04% 184
2016
Q1 		$230K Buy
+1,830
New +$219K 0.04% 186

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

Sargent Bickham Lagudis's MCD Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its McDonald's (MCD) stake by 0.12% in Q4 2022, selling an estimated $791 and leaving 2,532 shares worth $667K. The position accounts for 0.05% of the portfolio, ranked #156.

Sargent Bickham Lagudis first reported a position in MCD in Q1 2016 and has held it in 28 quarters since. The position peaked at $679K in Q3 2021. 2,920 funds tracked by Wall St. Rank hold MCD as of Q4 2022.

  • Sargent Bickham Lagudis held 2,532 shares of McDonald's worth $667K as of Q4 2022.
  • Sargent Bickham Lagudis sold 3 McDonald's shares in Q4 2022, an estimated $791.
  • McDonald's made up 0.05% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #156 holding.
  • Sargent Bickham Lagudis first reported a position in McDonald's in Q1 2016 and has held it in 28 quarters since.
  • Sargent Bickham Lagudis's McDonald's position peaked at $679K in Q3 2021.
  • 2,920 funds tracked by Wall St. Rank held McDonald's as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.