Steward Financial Group’s McDonald's MCD Stock Holding History

Steward Financial 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
2023 Q3	$19K	Sell	73 -2	-3%	-$570	0.01%	257
2023 Q2	$22K	Buy	+75	New	+$21.8K	0.01%	233
2022 Q3	–	Sell	-70	Closed	-$17K	–	803
2022 Q2	$17K	Buy	70 +63	+900%	+$15.5K	0.01%	184
2022 Q1	$1K	Hold	7	–	–	﹤0.01%	298
2021 Q4	$1K	Buy	+7	New	+$1.77K	﹤0.01%	244

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Steward Financial Group's MCD Position: Q3 2023 in Review

Steward Financial Group reduced its McDonald's (MCD) stake by 2.7% in Q3 2023, selling an estimated $570 and leaving 73 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #257.

Steward Financial Group first reported a position in MCD in Q4 2021 and has held it in 5 quarters since. The position peaked at $22K in Q2 2023. 2,992 funds tracked by Wall St. Rank hold MCD as of Q3 2023.

Steward Financial Group held 73 shares of McDonald's worth $19K as of Q3 2023.
Steward Financial Group sold 2 McDonald's shares in Q3 2023, an estimated $570.
McDonald's made up 0.01% of Steward Financial Group's portfolio in Q3 2023, its #257 holding.
Steward Financial Group first reported a position in McDonald's in Q4 2021 and has held it in 5 quarters since.
Steward Financial Group's McDonald's position peaked at $22K in Q2 2023.
2,992 funds tracked by Wall St. Rank held McDonald's as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.