Silver Oak Advisory Group’s McDonald's MCD Stock Holding History

Silver Oak Advisory 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
2022 Q1	–	Sell	-892	Closed	-$239K	–	59
2021 Q4	$239K	Buy	+892	New	+$225K	0.15%	54

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Silver Oak Advisory Group's MCD Position: Q1 2022 in Review

Silver Oak Advisory Group sold out of McDonald's (MCD) in Q1 2022, closing a stake of 892 shares — an estimated $239K sold.

Silver Oak Advisory Group first reported a position in MCD in Q4 2021 and held it in 1 quarter. The position peaked at $239K in Q4 2021. 2,735 funds tracked by Wall St. Rank hold MCD as of Q1 2022.

Silver Oak Advisory Group reported no remaining McDonald's position as of Q1 2022 after selling out during the quarter.
Silver Oak Advisory Group sold 892 McDonald's shares in Q1 2022, an estimated $239K.
Silver Oak Advisory Group first reported a position in McDonald's in Q4 2021 and held it in 1 quarter.
Silver Oak Advisory Group's McDonald's position peaked at $239K in Q4 2021.
2,735 funds tracked by Wall St. Rank held McDonald's as of Q1 2022.

Based on Silver Oak Advisory Group's 13F filing for Q1 2022, filed 3 May 2022.