WCG Wealth Advisors’s McDonald's MCD Stock Holding History

WCG Wealth 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
2022 Q4	–	Sell	-1,078	Closed	-$593K	–	233
2022 Q3	$593K	Sell	1,078 -1,521	-59%	-$389K	0.08%	167
2022 Q2	$642K	Buy	+2,599	New	+$640K	0.09%	153

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

WCG Wealth Advisors's MCD Position: Q4 2022 in Review

WCG Wealth Advisors sold out of McDonald's (MCD) in Q4 2022, closing a stake of 1,078 shares — an estimated $593K sold.

WCG Wealth Advisors first reported a position in MCD in Q2 2022 and held it in 2 quarters. The position peaked at $642K in Q2 2022. 2,920 funds tracked by Wall St. Rank hold MCD as of Q4 2022.

WCG Wealth Advisors reported no remaining McDonald's position as of Q4 2022 after selling out during the quarter.
WCG Wealth Advisors sold 1,078 McDonald's shares in Q4 2022, an estimated $593K.
WCG Wealth Advisors first reported a position in McDonald's in Q2 2022 and held it in 2 quarters.
WCG Wealth Advisors's McDonald's position peaked at $642K in Q2 2022.
2,920 funds tracked by Wall St. Rank held McDonald's as of Q4 2022.

Based on WCG Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.