Veritable’s McDonald's MCD Stock Holding History

Veritable’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	–	Sell	-38,260	Closed	-$11.4M	–	485
2023 Q2	$11.4M	Sell	38,260 -1,022	-3%	-$297K	0.18%	67
2023 Q1	$11M	Sell	39,282 -11,509	-23%	-$3.08M	0.18%	64
2022 Q4	$13.4M	Sell	50,791 -1,628	-3%	-$429K	0.23%	55
2022 Q3	$12.1M	Buy	52,419 +331	+0.6%	+$84.6K	0.23%	52
2022 Q2	$12.9M	Buy	52,088 +1,456	+3%	+$359K	0.23%	54
2022 Q1	$12.5M	Buy	50,632 +389	+0.8%	+$96.9K	0.19%	67
2021 Q4	$13.5M	Buy	50,243 +343	+0.7%	+$86.6K	0.2%	61
2021 Q3	$12M	Buy	49,900 +888	+2%	+$212K	0.19%	63
2021 Q2	$11.3M	Buy	49,012 +1,939	+4%	+$451K	0.18%	65
2021 Q1	$10.6M	Sell	47,073 -784	-2%	-$168K	0.18%	66
2020 Q4	$10.3M	Sell	47,857 -2,824	-6%	-$614K	0.19%	67
2020 Q3	$11.1M	Buy	50,681 +510	+1%	+$105K	0.22%	57
2020 Q2	$9.26M	Hold	50,171	–	–	0.2%	64
2020 Q1	$8.3M	Sell	50,171 -1,867	-4%	-$368K	0.2%	70
2019 Q4	$10.3M	Buy	52,038 +905	+2%	+$180K	0.19%	76
2019 Q3	$11M	Buy	51,133 +81	+0.2%	+$17.4K	0.21%	63
2019 Q2	$10.6M	Buy	51,052 +164	+0.3%	+$32.5K	0.21%	67
2019 Q1	$9.66M	Sell	50,888 -79	-0.2%	-$14.3K	0.19%	75
2018 Q4	$9.05M	Sell	50,967 -458	-0.9%	-$81.2K	0.21%	73
2018 Q3	$8.6M	Buy	51,425 +792	+2%	+$127K	0.17%	84
2018 Q2	$7.93M	Sell	50,633 -356	-0.7%	-$57.7K	0.17%	83
2018 Q1	$7.97M	Buy	50,989 +499	+1%	+$82.1K	0.17%	81
2017 Q4	$8.69M	Sell	50,490 -5,865	-10%	-$985K	0.17%	78
2017 Q3	$8.83M	Sell	56,355 -2,796	-5%	-$438K	0.19%	80
2017 Q2	$9.06M	Buy	59,151 +1,196	+2%	+$173K	0.21%	81
2017 Q1	$7.51M	Buy	57,955 +2,776	+5%	+$348K	0.18%	83
2016 Q4	$6.72M	Sell	55,179 -143	-0.3%	-$16.8K	0.16%	89
2016 Q3	$6.38M	Buy	55,322 +1,328	+2%	+$157K	0.16%	88
2016 Q2	$6.5M	Sell	53,994 -1,970	-4%	-$247K	0.17%	89
2016 Q1	$7.03M	Buy	55,964 +2,868	+5%	+$343K	0.18%	85
2015 Q4	$6.27M	Sell	53,096 -1,265	-2%	-$141K	0.17%	90
2015 Q3	$5.36M	Buy	54,361 +1,340	+3%	+$131K	0.16%	93
2015 Q2	$5.04M	Sell	53,021 -10,990	-17%	-$1.06M	0.14%	109
2015 Q1	$6.24M	Sell	64,011 -1,925	-3%	-$183K	0.13%	127
2014 Q4	$6.18M	Sell	65,936 -5,942	-8%	-$556K	0.13%	129
2014 Q3	$6.82M	Buy	71,878 +1,062	+1%	+$101K	0.14%	113
2014 Q2	$7.13M	Sell	70,816 -836	-1%	-$84.4K	0.15%	113
2014 Q1	$7.02M	Buy	71,652 +3,787	+6%	+$362K	0.15%	114
2013 Q4	$6.58M	Sell	67,865 -13,485	-17%	-$1.3M	0.14%	115
2013 Q3	$7.83M	Buy	81,350 +2,736	+3%	+$267K	0.18%	93
2013 Q2	$7.78M	Buy	+78,614	New	+$7.87M	0.19%	90

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

Veritable's MCD Position: Q3 2023 in Review

Veritable sold out of McDonald's (MCD) in Q3 2023, closing a stake of 38,260 shares — an estimated $11.4M sold.

Veritable first reported a position in MCD in Q2 2013 and held it in 41 quarters. The position peaked at $13.5M in Q4 2021. 2,992 funds tracked by Wall St. Rank hold MCD as of Q3 2023.

Veritable reported no remaining McDonald's position as of Q3 2023 after selling out during the quarter.
Veritable sold 38,260 McDonald's shares in Q3 2023, an estimated $11.4M.
Veritable first reported a position in McDonald's in Q2 2013 and held it in 41 quarters.
Veritable's McDonald's position peaked at $13.5M in Q4 2021.
2,992 funds tracked by Wall St. Rank held McDonald's as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.