Syntax Advisors’s McDonald's MCD Stock Holding History

Syntax Advisors’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	$465K	Buy	1,767 +60	+4%	+$17.1K	0.41%	30
2023 Q2	$509K	Sell	1,707 -234	-12%	-$68K	0.41%	21
2023 Q1	$543K	Buy	1,941 +56	+3%	+$15K	0.41%	22
2022 Q4	$497K	Sell	1,885 -216	-10%	-$57K	0.41%	34
2022 Q3	$485K	Sell	2,101 -50	-2%	-$12.8K	0.41%	26
2022 Q2	$531K	Buy	2,151 +2	+0.1%	+$493	0.45%	17
2022 Q1	$531K	Buy	2,149 +66	+3%	+$16.4K	0.45%	17
2021 Q4	$558K	Buy	+2,083	New	+$526K	0.41%	34

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

Syntax Advisors's MCD Position: Q3 2023 in Review

Syntax Advisors increased its McDonald's (MCD) stake by 3.5% in Q3 2023, buying an estimated $17.1K and bringing the position to 1,767 shares worth $465K. The position accounts for 0.41% of the portfolio, ranked #30.

Syntax Advisors first reported a position in MCD in Q4 2021 and has held it in 8 quarters since. The position peaked at $558K in Q4 2021. 2,992 funds tracked by Wall St. Rank hold MCD as of Q3 2023.

Syntax Advisors held 1,767 shares of McDonald's worth $465K as of Q3 2023.
Syntax Advisors bought 60 McDonald's shares in Q3 2023, an estimated $17.1K.
McDonald's made up 0.41% of Syntax Advisors's portfolio in Q3 2023, its #30 holding.
Syntax Advisors first reported a position in McDonald's in Q4 2021 and has held it in 8 quarters since.
Syntax Advisors's McDonald's position peaked at $558K in Q4 2021.
2,992 funds tracked by Wall St. Rank held McDonald's as of Q3 2023.

Based on Syntax Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.