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Tiedemann Advisors’s McDonald's MCD Stock Holding History

Tiedemann 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 		$1.82M Buy
6,897
+108
+2% +$30.8K 0.08% 79
2023
Q2 		$2.03M Buy
6,789
+2,220
+49% +$645K 0.09% 75
2023
Q1 		$1.28M Sell
4,569
-171
-4% -$45.8K 0.06% 100
2022
Q4 		$1.25M Buy
4,740
+204
+4% +$53.8K 0.06% 102
2022
Q3 		$1.05M Sell
4,536
-159
-3% -$40.6K 0.06% 107
2022
Q2 		$1.16M Sell
4,695
-93
-2% -$22.9K 0.09% 104
2022
Q1 		$1.19M Buy
4,788
+324
+7% +$80.7K 0.06% 135
2021
Q4 		$1.2M Buy
4,464
+3
+0.1% +$757 0.06% 129
2021
Q3 		$1.07M Sell
4,461
-3,029
-40% -$723K 0.06% 130
2021
Q2 		$1.73M Sell
7,490
-141
-2% -$32.8K 0.07% 119
2021
Q1 		$1.71M Buy
7,631
+536
+8% +$115K 0.07% 115
2020
Q4 		$1.52M Buy
7,095
+256
+4% +$55.7K 0.07% 118
2020
Q3 		$1.5M Sell
6,839
-127
-2% -$26.1K 0.07% 147
2020
Q2 		$1.28M Sell
6,966
-140
-2% -$25.7K 0.07% 144
2020
Q1 		$1.18M Buy
7,106
+564
+9% +$111K 0.08% 143
2019
Q4 		$1.29M Buy
6,542
+219
+3% +$43.4K 0.06% 145
2019
Q3 		$1.35M Sell
6,323
-1,183
-16% -$254K 0.07% 145
2019
Q2 		$1.56M Buy
7,506
+123
+2% +$24.4K 0.08% 123
2019
Q1 		$1.4M Sell
7,383
-166
-2% -$30.1K 0.07% 175
2018
Q4 		$1.34M Buy
7,549
+1,837
+32% +$326K 0.07% 169
2018
Q3 		$954K Sell
5,712
-165
-3% -$26.4K 0.06% 174
2018
Q2 		$922K Buy
5,877
+1,653
+39% +$268K 0.06% 172
2018
Q1 		$660K Buy
4,224
+45
+1% +$7.4K 0.05% 177
2017
Q4 		$718K Buy
4,179
+2,200
+111% +$369K 0.05% 135
2017
Q3 		$310K Sell
1,979
-8,111
-80% -$1.27M 0.03% 278
2017
Q2 		$1.54M Sell
10,090
-121
-1% -$17.5K 0.11% 149
2017
Q1 		$1.32M Buy
10,211
+4,107
+67% +$515K 0.11% 153
2016
Q4 		$743K Buy
6,104
+1,758
+40% +$206K 0.07% 177
2016
Q3 		$490K Buy
+4,346
New +$515K 0.1% 93

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

Tiedemann Advisors's MCD Position: Q3 2023 in Review

Tiedemann Advisors increased its McDonald's (MCD) stake by 1.6% in Q3 2023, buying an estimated $30.8K and bringing the position to 6,897 shares worth $1.82M. The position accounts for 0.08% of the portfolio, ranked #79.

Tiedemann Advisors first reported a position in MCD in Q3 2016 and has held it in 29 quarters since. The position peaked at $2.03M in Q2 2023. 2,992 funds tracked by Wall St. Rank hold MCD as of Q3 2023.

  • Tiedemann Advisors held 6,897 shares of McDonald's worth $1.82M as of Q3 2023.
  • Tiedemann Advisors bought 108 McDonald's shares in Q3 2023, an estimated $30.8K.
  • McDonald's made up 0.08% of Tiedemann Advisors's portfolio in Q3 2023, its #79 holding.
  • Tiedemann Advisors first reported a position in McDonald's in Q3 2016 and has held it in 29 quarters since.
  • Tiedemann Advisors's McDonald's position peaked at $2.03M in Q2 2023.
  • 2,992 funds tracked by Wall St. Rank held McDonald's as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.