True Capital Management’s McDonald's MCD Stock Holding History

True Capital 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
2023 Q1	$495K	Buy	1,771 +22	+1%	+$5.89K	0.34%	62
2022 Q4	$461K	Buy	+1,749	New	+$461K	0.37%	62

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

True Capital Management's MCD Position: Q1 2023 in Review

True Capital Management increased its McDonald's (MCD) stake by 1.3% in Q1 2023, buying an estimated $5.89K and bringing the position to 1,771 shares worth $495K. The position accounts for 0.34% of the portfolio, ranked #62.

True Capital Management first reported a position in MCD in Q4 2022 and has held it in 2 quarters since. 2,944 funds tracked by Wall St. Rank hold MCD as of Q1 2023.

True Capital Management held 1,771 shares of McDonald's worth $495K as of Q1 2023.
True Capital Management bought 22 McDonald's shares in Q1 2023, an estimated $5.89K.
McDonald's made up 0.34% of True Capital Management's portfolio in Q1 2023, its #62 holding.
True Capital Management first reported a position in McDonald's in Q4 2022 and has held it in 2 quarters since.
2,944 funds tracked by Wall St. Rank held McDonald's as of Q1 2023.

Based on True Capital Management's 13F filing for Q1 2023, filed 2 May 2023.