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Schubert & Co’s McDonald's MCD Stock Holding History

Schubert & Co’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
Q2 		– Sell
-93
Closed -$26K – 899
2023
Q1 		$26K Buy
93
+2
+2% +$536 0.02% 106
2022
Q4 		$24K Sell
91
-12
-12% -$3.17K 0.02% 101
2022
Q3 		$24K Buy
103
+2
+2% +$511 0.02% 95
2022
Q2 		$25K Buy
101
+24
+31% +$5.91K 0.02% 99
2022
Q1 		$19K Buy
77
+42
+120% +$10.5K 0.02% 86
2021
Q4 		$9K Buy
+35
New +$8.84K 0.01% 93

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Schubert & Co's MCD Position: Q2 2023 in Review

Schubert & Co sold out of McDonald's (MCD) in Q2 2023, closing a stake of 93 shares — an estimated $26K sold.

Schubert & Co first reported a position in MCD in Q4 2021 and held it in 6 quarters. The position peaked at $26K in Q1 2023. 3,002 funds tracked by Wall St. Rank hold MCD as of Q2 2023.

  • Schubert & Co reported no remaining McDonald's position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 93 McDonald's shares in Q2 2023, an estimated $26K.
  • Schubert & Co first reported a position in McDonald's in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's McDonald's position peaked at $26K in Q1 2023.
  • 3,002 funds tracked by Wall St. Rank held McDonald's as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.