TRUADVICE’s McDonald's MCD Stock Holding History

TRUADVICE’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	$1.91M	Sell	7,127 -153	-2%	-$43.6K	0.75%	36
2023 Q2	$2.09M	Buy	7,280 +4,921	+209%	+$1.43M	0.77%	34
2023 Q1	$698K	Buy	2,359 +888	+60%	+$238K	0.28%	85
2022 Q4	$403K	Buy	1,471 +280	+24%	+$73.9K	0.21%	98
2022 Q3	$325K	Buy	1,191 +50	+4%	+$12.8K	0.18%	101
2022 Q2	$297K	Buy	+1,141	New	+$281K	0.16%	117
2021 Q3	–	Sell	-1,263	Closed	-$311K	–	223
2021 Q2	$311K	Buy	+1,263	New	+$294K	0.07%	233

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Norges Bank Oslo, Norway $935B AUM

TRUADVICE's MCD Position: Q3 2023 in Review

TRUADVICE reduced its McDonald's (MCD) stake by 2.1% in Q3 2023, selling an estimated $43.6K and leaving 7,127 shares worth $1.91M. The position accounts for 0.75% of the portfolio, ranked #36.

TRUADVICE first reported a position in MCD in Q2 2021 and has held it in 7 quarters since. The position peaked at $2.09M in Q2 2023. 2,992 funds tracked by Wall St. Rank hold MCD as of Q3 2023.

TRUADVICE held 7,127 shares of McDonald's worth $1.91M as of Q3 2023.
TRUADVICE sold 153 McDonald's shares in Q3 2023, an estimated $43.6K.
McDonald's made up 0.75% of TRUADVICE's portfolio in Q3 2023, its #36 holding.
TRUADVICE first reported a position in McDonald's in Q2 2021 and has held it in 7 quarters since.
TRUADVICE's McDonald's position peaked at $2.09M in Q2 2023.
2,992 funds tracked by Wall St. Rank held McDonald's as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.