Standard Family Office’s McDonald's MCD Stock Holding History

Standard Family Office’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	–	Sell	-210	Closed	-$48K	–	263
2022 Q3	$48K	Buy	+210	New	+$53.7K	0.02%	137
2021 Q3	–	Sell	-35	Closed	-$8K	–	338
2021 Q2	$8K	Hold	35	–	–	﹤0.01%	260
2021 Q1	$8K	Buy	35 +5	+17%	+$1.07K	﹤0.01%	317
2020 Q4	$6K	Buy	+30	New	+$6.52K	﹤0.01%	328

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

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

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

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

Standard Family Office's MCD Position: Q4 2022 in Review

Standard Family Office sold out of McDonald's (MCD) in Q4 2022, closing a stake of 210 shares — an estimated $48K sold.

Standard Family Office first reported a position in MCD in Q4 2020 and held it in 4 quarters. The position peaked at $48K in Q3 2022. 2,920 funds tracked by Wall St. Rank hold MCD as of Q4 2022.

Standard Family Office reported no remaining McDonald's position as of Q4 2022 after selling out during the quarter.
Standard Family Office sold 210 McDonald's shares in Q4 2022, an estimated $48K.
Standard Family Office first reported a position in McDonald's in Q4 2020 and held it in 4 quarters.
Standard Family Office's McDonald's position peaked at $48K in Q3 2022.
2,920 funds tracked by Wall St. Rank held McDonald's as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.