Ten Capital Wealth Advisors’s McDonald's MCD Stock Holding History

Ten Capital Wealth 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 Q2	$101K	Sell	341 -17	-5%	-$4.94K	0.03%	192
2023 Q1	$100K	Buy	358 +119	+50%	+$31.9K	0.03%	161
2022 Q4	$63K	Sell	239 -45	-16%	-$11.9K	0.03%	161
2022 Q3	$66K	Buy	284 +69	+32%	+$17.6K	0.03%	137
2022 Q2	$53K	Sell	215 -31	-13%	-$7.63K	0.02%	151
2022 Q1	$61K	Buy	246 +46	+23%	+$11.5K	0.03%	137
2021 Q4	$54K	Sell	200 -110	-35%	-$27.8K	0.02%	126
2021 Q3	$75K	Buy	310 +200	+182%	+$47.7K	0.04%	108
2021 Q2	$25K	Hold	110	–	–	0.01%	235
2021 Q1	$24K	Sell	110 -38	-26%	-$8.13K	0.01%	210
2020 Q4	$32K	Buy	+148	New	+$32.2K	0.01%	193

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Norges Bank Oslo, Norway $935B AUM

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

Ten Capital Wealth Advisors's MCD Position: Q2 2023 in Review

Ten Capital Wealth Advisors reduced its McDonald's (MCD) stake by 4.7% in Q2 2023, selling an estimated $4.94K and leaving 341 shares worth $101K. The position accounts for 0.03% of the portfolio, ranked #192.

Ten Capital Wealth Advisors first reported a position in MCD in Q4 2020 and has held it in 11 quarters since. 3,002 funds tracked by Wall St. Rank hold MCD as of Q2 2023.

Ten Capital Wealth Advisors held 341 shares of McDonald's worth $101K as of Q2 2023.
Ten Capital Wealth Advisors sold 17 McDonald's shares in Q2 2023, an estimated $4.94K.
McDonald's made up 0.03% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #192 holding.
Ten Capital Wealth Advisors first reported a position in McDonald's in Q4 2020 and has held it in 11 quarters since.
3,002 funds tracked by Wall St. Rank held McDonald's as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.