SBB Research Group’s McDonald's MCD Stock Holding History

SBB Research 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
2023 Q3	$377K	Buy	1,433 +6	+0.4%	+$1.71K	0.67%	25
2023 Q2	$426K	Buy	1,427 +6	+0.4%	+$1.74K	0.77%	24
2023 Q1	$397K	Buy	1,421 +7	+0.5%	+$1.88K	0.56%	26
2022 Q4	$373K	Buy	1,414 +6	+0.4%	+$1.58K	0.54%	23
2022 Q3	$325K	Buy	1,408 +6	+0.4%	+$1.53K	0.46%	26
2022 Q2	$346K	Buy	1,402 +6	+0.4%	+$1.48K	0.14%	29
2022 Q1	$345K	Buy	1,396 +7	+0.5%	+$1.74K	0.07%	37
2021 Q4	$372K	Buy	+1,389	New	+$351K	0.06%	35

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

SBB Research Group's MCD Position: Q3 2023 in Review

SBB Research Group increased its McDonald's (MCD) stake by 0.42% in Q3 2023, buying an estimated $1.71K and bringing the position to 1,433 shares worth $377K. The position accounts for 0.67% of the portfolio, ranked #25.

SBB Research Group first reported a position in MCD in Q4 2021 and has held it in 8 quarters since. The position peaked at $426K in Q2 2023. 2,993 funds tracked by Wall St. Rank hold MCD as of Q3 2023.

SBB Research Group held 1,433 shares of McDonald's worth $377K as of Q3 2023.
SBB Research Group bought 6 McDonald's shares in Q3 2023, an estimated $1.71K.
McDonald's made up 0.67% of SBB Research Group's portfolio in Q3 2023, its #25 holding.
SBB Research Group first reported a position in McDonald's in Q4 2021 and has held it in 8 quarters since.
SBB Research Group's McDonald's position peaked at $426K in Q2 2023.
2,993 funds tracked by Wall St. Rank held McDonald's as of Q3 2023.

Based on SBB Research Group's 13F filing for Q3 2023, filed 13 Nov 2023.