TMD Wealth Management’s McDonald's MCD Stock Holding History

TMD Wealth 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	-914	Closed	-$211K	–	53
2022 Q3	$211K	Hold	914	–	–	0.09%	38
2022 Q2	$226K	Sell	914 -30	-3%	-$7.39K	0.09%	36
2022 Q1	$233K	Hold	944	–	–	0.09%	41
2021 Q4	$253K	Hold	944	–	–	0.09%	43
2021 Q3	$228K	Hold	944	–	–	0.1%	41
2021 Q2	$218K	Hold	944	–	–	0.1%	38
2021 Q1	$212K	Buy	+944	New	+$202K	0.1%	37

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

TMD Wealth Management's MCD Position: Q4 2022 in Review

TMD Wealth Management sold out of McDonald's (MCD) in Q4 2022, closing a stake of 914 shares — an estimated $211K sold.

TMD Wealth Management first reported a position in MCD in Q1 2021 and held it in 7 quarters. The position peaked at $253K in Q4 2021. 2,920 funds tracked by Wall St. Rank hold MCD as of Q4 2022.

TMD Wealth Management reported no remaining McDonald's position as of Q4 2022 after selling out during the quarter.
TMD Wealth Management sold 914 McDonald's shares in Q4 2022, an estimated $211K.
TMD Wealth Management first reported a position in McDonald's in Q1 2021 and held it in 7 quarters.
TMD Wealth Management's McDonald's position peaked at $253K in Q4 2021.
2,920 funds tracked by Wall St. Rank held McDonald's as of Q4 2022.

Based on TMD Wealth Management's 13F filing for Q4 2022, filed 6 Feb 2023.