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Ulland Investment Advisors’s McDonald's MCD Stock Holding History

Ulland Investment 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
Q4 		– Sell
-85
Closed -$22K – 221
2023
Q3 		$22K Buy
+85
New +$24.2K 0.02% 137
2022
Q3 		– Sell
-35
Closed -$9K – 236
2022
Q2 		$9K Hold
35
– – 0.01% 187
2022
Q1 		$9K Buy
+35
New +$8.72K 0.01% 201

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ulland Investment Advisors's MCD Position: Q4 2023 in Review

Ulland Investment Advisors sold out of McDonald's (MCD) in Q4 2023, closing a stake of 85 shares — an estimated $22K sold.

Ulland Investment Advisors first reported a position in MCD in Q1 2022 and held it in 3 quarters. The position peaked at $22K in Q3 2023. 3,185 funds tracked by Wall St. Rank hold MCD as of Q4 2023.

  • Ulland Investment Advisors reported no remaining McDonald's position as of Q4 2023 after selling out during the quarter.
  • Ulland Investment Advisors sold 85 McDonald's shares in Q4 2023, an estimated $22K.
  • Ulland Investment Advisors first reported a position in McDonald's in Q1 2022 and held it in 3 quarters.
  • Ulland Investment Advisors's McDonald's position peaked at $22K in Q3 2023.
  • 3,185 funds tracked by Wall St. Rank held McDonald's as of Q4 2023.

Based on Ulland Investment Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.