TimeScale Financial’s McDonald's MCD Stock Holding History

TimeScale Financial’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	$294K	Sell	985 -2	-0.2%	-$581	0.06%	72
2023 Q1	$276K	Sell	987 -35	-3%	-$9.38K	0.06%	74
2022 Q4	$236K	Buy	1,022 +1	+0.1%	+$264	0.07%	56
2022 Q3	$236K	Buy	1,021 +53	+5%	+$13.5K	0.07%	56
2022 Q2	$239K	Sell	968 -15	-2%	-$3.69K	0.07%	58
2022 Q1	$243K	Buy	983 +20	+2%	+$4.98K	0.06%	66
2021 Q4	$258K	Buy	963 +6	+0.6%	+$1.51K	0.06%	68
2021 Q3	$231K	Sell	957 -274	-22%	-$65.4K	0.06%	69
2021 Q2	$284K	Buy	1,231 +2	+0.2%	+$465	0.07%	61
2021 Q1	$275K	Buy	1,229 +11	+0.9%	+$2.35K	0.07%	65
2020 Q4	$261K	Sell	1,218 -63	-5%	-$13.7K	0.07%	64
2020 Q3	$281K	Buy	1,281 +594	+86%	+$122K	0.08%	49
2020 Q2	$126K	Sell	687 -22	-3%	-$4.03K	0.04%	88
2020 Q1	$117K	Sell	709 -50	-7%	-$9.85K	0.04%	84
2019 Q4	$149K	Buy	759 +50	+7%	+$9.92K	0.04%	100
2019 Q3	$152K	Hold	709	–	–	0.05%	95
2019 Q2	$147K	Buy	+709	New	+$140K	0.05%	96

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

TimeScale Financial's MCD Position: Q2 2023 in Review

TimeScale Financial reduced its McDonald's (MCD) stake by 0.2% in Q2 2023, selling an estimated $581 and leaving 985 shares worth $294K. The position accounts for 0.06% of the portfolio, ranked #72.

TimeScale Financial first reported a position in MCD in Q2 2019 and has held it in 17 quarters since. 3,002 funds tracked by Wall St. Rank hold MCD as of Q2 2023.

TimeScale Financial held 985 shares of McDonald's worth $294K as of Q2 2023.
TimeScale Financial sold 2 McDonald's shares in Q2 2023, an estimated $581.
McDonald's made up 0.06% of TimeScale Financial's portfolio in Q2 2023, its #72 holding.
TimeScale Financial first reported a position in McDonald's in Q2 2019 and has held it in 17 quarters since.
3,002 funds tracked by Wall St. Rank held McDonald's as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.