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TD Ameritrade Investment Management’s McDonald's MCD Stock Holding History

TD Ameritrade Investment Management’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 		– Sell
-129
Closed -$38K – 287
2023
Q2 		$38K Sell
129
-4
-3% -$1.16K ﹤0.01% 259
2023
Q1 		$37K Sell
133
-82
-38% -$22K ﹤0.01% 262
2022
Q4 		$57K Sell
215
-73
-25% -$19.3K ﹤0.01% 260
2022
Q3 		$66K Sell
288
-30
-9% -$7.67K ﹤0.01% 262
2022
Q2 		$79K Sell
318
-53
-14% -$13.1K ﹤0.01% 267
2022
Q1 		$92K Sell
371
-160
-30% -$39.9K ﹤0.01% 303
2021
Q4 		$142K Sell
531
-2,280
-81% -$576K ﹤0.01% 264
2021
Q3 		$617K Buy
2,811
+2,373
+542% +$566K 0.01% 144
2021
Q2 		$101K Sell
438
-1,913
-81% -$445K ﹤0.01% 279
2021
Q1 		$504K Hold
2,351
– – ﹤0.01% 150
2020
Q4 		$504K Sell
2,351
-460
-16% -$100K ﹤0.01% 150
2020
Q3 		$617K Sell
2,811
-235
-8% -$48.2K 0.01% 144
2020
Q2 		$562K Sell
3,046
-336
-10% -$61.6K ﹤0.01% 152
2020
Q1 		$559K Sell
3,382
-192
-5% -$37.8K 0.01% 148
2019
Q4 		$706K Buy
3,574
+296
+9% +$58.7K 0.01% 154
2019
Q3 		$704K Buy
3,278
+670
+26% +$144K 0.01% 145
2019
Q2 		$542K Buy
2,608
+544
+26% +$108K ﹤0.01% 145
2019
Q1 		$392K Buy
2,064
+635
+44% +$115K ﹤0.01% 150
2018
Q4 		$254K Buy
1,429
+627
+78% +$111K ﹤0.01% 143
2018
Q3 		$134K Buy
802
+706
+735% +$113K ﹤0.01% 159
2018
Q2 		$15K Buy
+96
New +$15.6K ﹤0.01% 213

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

TD Ameritrade Investment Management's MCD Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of McDonald's (MCD) in Q3 2023, closing a stake of 129 shares — an estimated $38K sold.

TD Ameritrade Investment Management first reported a position in MCD in Q2 2018 and held it in 21 quarters. The position peaked at $706K in Q4 2019. 2,992 funds tracked by Wall St. Rank hold MCD as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining McDonald's position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 129 McDonald's shares in Q3 2023, an estimated $38K.
  • TD Ameritrade Investment Management first reported a position in McDonald's in Q2 2018 and held it in 21 quarters.
  • TD Ameritrade Investment Management's McDonald's position peaked at $706K in Q4 2019.
  • 2,992 funds tracked by Wall St. Rank held McDonald's as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.