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

StrategIQ 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
Q4 		$2.39M Sell
8,061
-167
-2% -$45.5K 0.27% 81
2023
Q3 		$2.17M Buy
8,228
+25
+0.3% +$7.13K 0.25% 86
2023
Q2 		$2.45M Sell
8,203
-12
-0.1% -$3.49K 0.28% 78
2023
Q1 		$2.3M Sell
8,215
-49
-0.6% -$13.1K 0.27% 77
2022
Q4 		$2.18M Buy
8,264
+88
+1% +$23.2K 0.25% 75
2022
Q3 		$1.89M Sell
8,176
-205
-2% -$52.4K 0.24% 78
2022
Q2 		$2.07M Buy
8,381
+1,474
+21% +$363K 0.25% 76
2022
Q1 		$1.71M Buy
6,907
+92
+1% +$22.9K 0.19% 98
2021
Q4 		$1.83M Buy
6,815
+135
+2% +$34.1K 0.18% 94
2021
Q3 		$1.61M Buy
6,680
+14
+0.2% +$3.34K 0.32% 70
2021
Q2 		$1.54M Buy
6,666
+6
+0.1% +$1.4K 0.3% 72
2021
Q1 		$1.49M Sell
6,660
-105
-2% -$22.5K 0.31% 71
2020
Q4 		$1.45M Buy
6,765
+76
+1% +$16.5K 0.33% 66
2020
Q3 		$1.47M Buy
6,689
+17
+0.3% +$3.49K 0.37% 61
2020
Q2 		$1.23M Buy
6,672
+392
+6% +$71.9K 0.33% 67
2020
Q1 		$1.04M Buy
6,280
+37
+0.6% +$7.29K 0.32% 67
2019
Q4 		$1.23M Buy
6,243
+527
+9% +$105K 0.32% 65
2019
Q3 		$1.23M Hold
5,716
– – 0.35% 64
2019
Q2 		$1.19M Buy
5,716
+175
+3% +$34.7K 0.34% 67
2019
Q1 		$1.05M Hold
5,541
– – 0.32% 75
2018
Q4 		$984K Sell
5,541
-21
-0.4% -$3.72K 0.34% 71
2018
Q3 		$931K Buy
5,562
+241
+5% +$38.6K 0.3% 83
2018
Q2 		$834K Buy
5,321
+3,317
+166% +$538K 0.29% 81
2018
Q1 		$313K Buy
2,004
+400
+25% +$65.8K 0.12% 126
2017
Q4 		$276K Buy
1,604
+9
+0.6% +$1.51K 0.11% 135
2017
Q3 		$250K Buy
1,595
+275
+21% +$43.1K 0.1% 128
2017
Q2 		$202K Buy
+1,320
New +$191K 0.09% 147

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

StrategIQ Financial Group's MCD Position: Q4 2023 in Review

StrategIQ Financial Group reduced its McDonald's (MCD) stake by 2% in Q4 2023, selling an estimated $45.5K and leaving 8,061 shares worth $2.39M. The position accounts for 0.27% of the portfolio, ranked #81.

StrategIQ Financial Group first reported a position in MCD in Q2 2017 and has held it in 27 quarters since. The position peaked at $2.45M in Q2 2023. 3,185 funds tracked by Wall St. Rank hold MCD as of Q4 2023.

  • StrategIQ Financial Group held 8,061 shares of McDonald's worth $2.39M as of Q4 2023.
  • StrategIQ Financial Group sold 167 McDonald's shares in Q4 2023, an estimated $45.5K.
  • McDonald's made up 0.27% of StrategIQ Financial Group's portfolio in Q4 2023, its #81 holding.
  • StrategIQ Financial Group first reported a position in McDonald's in Q2 2017 and has held it in 27 quarters since.
  • StrategIQ Financial Group's McDonald's position peaked at $2.45M in Q2 2023.
  • 3,185 funds tracked by Wall St. Rank held McDonald's as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.