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SBK Financial’s McDonald's MCD Stock Holding History

SBK Financial’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 		$527K Hold
2,000
– – 0.84% 40
2022
Q3 		$461K Hold
2,000
– – 0.71% 45
2022
Q2 		$494K Hold
2,000
– – 0.65% 43
2022
Q1 		$495K Hold
2,000
– – 0.49% 47
2021
Q4 		$536K Buy
+2,000
New +$505K 0.43% 46

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

SBK Financial's MCD Position: Q4 2022 in Review

SBK Financial held its McDonald's (MCD) position steady in Q4 2022 at 2,000 shares worth $527K. The position accounts for 0.84% of the portfolio, ranked #40.

SBK Financial first reported a position in MCD in Q4 2021 and has held it in 5 quarters since. The position peaked at $536K in Q4 2021. 2,922 funds tracked by Wall St. Rank hold MCD as of Q4 2022.

  • SBK Financial held 2,000 shares of McDonald's worth $527K as of Q4 2022.
  • SBK Financial left its McDonald's share count unchanged in Q4 2022.
  • McDonald's made up 0.84% of SBK Financial's portfolio in Q4 2022, its #40 holding.
  • SBK Financial first reported a position in McDonald's in Q4 2021 and has held it in 5 quarters since.
  • SBK Financial's McDonald's position peaked at $536K in Q4 2021.
  • 2,922 funds tracked by Wall St. Rank held McDonald's as of Q4 2022.

Based on SBK Financial's 13F filing for Q4 2022, filed 31 Jan 2023.