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Tevis Investment Management’s McDonald's MCD Stock Holding History

Tevis 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
2022
Q4 		– Sell
-485
Closed -$112K – 151
2022
Q3 		$112K Buy
485
+70
+17% +$17.9K 0.11% 120
2022
Q2 		$102K Buy
415
+38
+10% +$9.36K 0.1% 128
2022
Q1 		$93K Buy
377
+164
+77% +$40.9K 0.08% 147
2021
Q4 		$57K Buy
+213
New +$53.8K 0.05% 197

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tevis Investment Management's MCD Position: Q4 2022 in Review

Tevis Investment Management sold out of McDonald's (MCD) in Q4 2022, closing a stake of 485 shares — an estimated $112K sold.

Tevis Investment Management first reported a position in MCD in Q4 2021 and held it in 4 quarters. The position peaked at $112K in Q3 2022. 2,920 funds tracked by Wall St. Rank hold MCD as of Q4 2022.

  • Tevis Investment Management reported no remaining McDonald's position as of Q4 2022 after selling out during the quarter.
  • Tevis Investment Management sold 485 McDonald's shares in Q4 2022, an estimated $112K.
  • Tevis Investment Management first reported a position in McDonald's in Q4 2021 and held it in 4 quarters.
  • Tevis Investment Management's McDonald's position peaked at $112K in Q3 2022.
  • 2,920 funds tracked by Wall St. Rank held McDonald's as of Q4 2022.

Based on Tevis Investment Management's 13F filing for Q4 2022, filed 31 Jan 2023.