Sharper & Granite’s McDonald's MCD Stock Holding History

Sharper & Granite’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	-789	Closed	-$221K	–	99
2023 Q1	$221K	Hold	789	–	–	0.13%	94
2022 Q4	$208K	Buy	+789	New	+$208K	0.14%	96

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Norges Bank Oslo, Norway $935B AUM

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

Sharper & Granite's MCD Position: Q2 2023 in Review

Sharper & Granite sold out of McDonald's (MCD) in Q2 2023, closing a stake of 789 shares — an estimated $221K sold.

Sharper & Granite first reported a position in MCD in Q4 2022 and held it in 2 quarters. The position peaked at $221K in Q1 2023. 3,002 funds tracked by Wall St. Rank hold MCD as of Q2 2023.

Sharper & Granite reported no remaining McDonald's position as of Q2 2023 after selling out during the quarter.
Sharper & Granite sold 789 McDonald's shares in Q2 2023, an estimated $221K.
Sharper & Granite first reported a position in McDonald's in Q4 2022 and held it in 2 quarters.
Sharper & Granite's McDonald's position peaked at $221K in Q1 2023.
3,002 funds tracked by Wall St. Rank held McDonald's as of Q2 2023.

Based on Sharper & Granite's 13F filing for Q2 2023, filed 28 Jul 2023.