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Scissortail Wealth Management’s McDonald's MCD Stock Holding History

Scissortail Wealth Management’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
Q3 		– Sell
-634
Closed -$170K – 121
2022
Q2 		$170K Buy
+634
New +$156K 0.07% 91
2022
Q1 		– Sell
-634
Closed -$170K – 123
2021
Q4 		$170K Buy
+634
New +$160K 0.07% 91

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Scissortail Wealth Management's MCD Position: Q3 2022 in Review

Scissortail Wealth Management sold out of McDonald's (MCD) in Q3 2022, closing a stake of 634 shares — an estimated $170K sold.

Scissortail Wealth Management first reported a position in MCD in Q4 2021 and held it in 2 quarters. The position peaked at $170K in Q2 2022. 2,695 funds tracked by Wall St. Rank hold MCD as of Q3 2022.

  • Scissortail Wealth Management reported no remaining McDonald's position as of Q3 2022 after selling out during the quarter.
  • Scissortail Wealth Management sold 634 McDonald's shares in Q3 2022, an estimated $170K.
  • Scissortail Wealth Management first reported a position in McDonald's in Q4 2021 and held it in 2 quarters.
  • Scissortail Wealth Management's McDonald's position peaked at $170K in Q2 2022.
  • 2,695 funds tracked by Wall St. Rank held McDonald's as of Q3 2022.

Based on Scissortail Wealth Management's 13F filing for Q3 2022, filed 3 Nov 2022.