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Surevest’s McDonald's MCD Stock Holding History

Surevest’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
Q3 		$3.68M Sell
15,941
-8
-0.1% -$2.04K 1% 34
2022
Q2 		$3.94M Buy
15,949
+718
+5% +$177K 1.03% 36
2022
Q1 		$3.77M Sell
15,231
-4,362
-22% -$1.09M 0.91% 44
2021
Q4 		$5.25M Sell
19,593
-358
-2% -$90.4K 1.24% 27
2021
Q3 		$4.81M Buy
19,951
+1,002
+5% +$239K 1.22% 29
2021
Q2 		$4.38M Sell
18,949
-175
-0.9% -$40.7K 1.14% 45
2021
Q1 		$4.29M Buy
19,124
+786
+4% +$168K 1.3% 42
2020
Q4 		$3.94M Buy
18,338
+1,365
+8% +$297K 1.31% 40
2020
Q3 		$3.73M Buy
16,973
+921
+6% +$189K 1.46% 24
2020
Q2 		$2.96M Buy
16,052
+1,805
+13% +$331K 1.31% 42
2020
Q1 		$2.36M Buy
14,247
+4,490
+46% +$885K 1.28% 42
2019
Q4 		$1.93M Buy
9,757
+1,475
+18% +$293K 0.82% 61
2019
Q3 		$1.78M Buy
8,282
+1,916
+30% +$411K 0.87% 39
2019
Q2 		$1.32M Buy
6,366
+2,797
+78% +$554K 0.69% 54
2019
Q1 		$678K Buy
3,569
+1,740
+95% +$316K 0.42% 75
2018
Q4 		$325K Buy
+1,829
New +$324K 0.26% 76

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

Surevest's MCD Position: Q3 2022 in Review

Surevest reduced its McDonald's (MCD) stake by 0.05% in Q3 2022, selling an estimated $2.04K and leaving 15,941 shares worth $3.68M. The position accounts for 1% of the portfolio, ranked #34.

Surevest first reported a position in MCD in Q4 2018 and has held it in 16 quarters since. The position peaked at $5.25M in Q4 2021. 2,695 funds tracked by Wall St. Rank hold MCD as of Q3 2022.

  • Surevest held 15,941 shares of McDonald's worth $3.68M as of Q3 2022.
  • Surevest sold 8 McDonald's shares in Q3 2022, an estimated $2.04K.
  • McDonald's made up 1% of Surevest's portfolio in Q3 2022, its #34 holding.
  • Surevest first reported a position in McDonald's in Q4 2018 and has held it in 16 quarters since.
  • Surevest's McDonald's position peaked at $5.25M in Q4 2021.
  • 2,695 funds tracked by Wall St. Rank held McDonald's as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.