Tillar-Wenstrup Advisors’s McDonald's MCD Stock Holding History

Tillar-Wenstrup 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 Q1	–	Sell	-1,203	Closed	-$317K	–	16
2022 Q4	$317K	Buy	1,203 +103	+9%	+$27.2K	0.15%	43
2022 Q3	$254K	Hold	1,100	–	–	0.13%	43
2022 Q2	$272K	Hold	1,100	–	–	0.14%	46
2022 Q1	$272K	Hold	1,100	–	–	0.13%	44
2021 Q4	$295K	Buy	+1,100	New	+$278K	0.14%	39
2014 Q3	–	Sell	-20,535	Closed	-$2.07M	–	44
2014 Q2	$2.07M	Sell	20,535 -90	-0.4%	-$9.09K	1.66%	33
2014 Q1	$2.02M	Buy	20,625 +2,072	+11%	+$198K	1.84%	29
2013 Q4	$1.8M	Buy	+18,553	New	+$1.78M	1.85%	32

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Tillar-Wenstrup Advisors's MCD Position: Q1 2023 in Review

Tillar-Wenstrup Advisors sold out of McDonald's (MCD) in Q1 2023, closing a stake of 1,203 shares — an estimated $317K sold.

Tillar-Wenstrup Advisors first reported a position in MCD in Q4 2013 and held it in 8 quarters. The position peaked at $2.07M in Q2 2014. 2,944 funds tracked by Wall St. Rank hold MCD as of Q1 2023.

Tillar-Wenstrup Advisors reported no remaining McDonald's position as of Q1 2023 after selling out during the quarter.
Tillar-Wenstrup Advisors sold 1,203 McDonald's shares in Q1 2023, an estimated $317K.
Tillar-Wenstrup Advisors first reported a position in McDonald's in Q4 2013 and held it in 8 quarters.
Tillar-Wenstrup Advisors's McDonald's position peaked at $2.07M in Q2 2014.
2,944 funds tracked by Wall St. Rank held McDonald's as of Q1 2023.

Based on Tillar-Wenstrup Advisors's 13F filing for Q1 2023.