Wealth Advisors’s McDonald's MCD Stock Holding History

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
2023 Q3	$220K	Hold	835	–	–	0.1%	64
2023 Q2	$247K	Hold	835	–	–	0.11%	61
2023 Q1	$238K	Hold	835	–	–	0.11%	61
2022 Q4	$220K	Buy	+835	New	+$220K	0.12%	60
2022 Q3	–	Sell	-885	Closed	-$218K	–	59
2022 Q2	$218K	Sell	885 -65	-7%	-$16K	0.11%	53
2022 Q1	$235K	Sell	950 -10	-1%	-$2.49K	0.09%	63
2021 Q4	$257K	Hold	960	–	–	0.09%	55
2021 Q3	$233K	Hold	960	–	–	0.09%	60
2021 Q2	$232K	Hold	960	–	–	0.08%	65
2021 Q1	$224K	Hold	960	–	–	0.09%	67
2020 Q4	$206K	Hold	960	–	–	0.09%	63
2020 Q3	$217K	Hold	960	–	–	0.1%	64
2020 Q2	$181K	Sell	960 -14	-1%	-$2.57K	0.1%	63
2020 Q1	$175K	Hold	974	–	–	0.12%	57
2019 Q4	$211K	Buy	+974	New	+$193K	0.12%	57

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

Wealth Advisors's MCD Position: Q3 2023 in Review

Wealth Advisors held its McDonald's (MCD) position steady in Q3 2023 at 835 shares worth $220K. The position accounts for 0.1% of the portfolio, ranked #64.

Wealth Advisors first reported a position in MCD in Q4 2019 and has held it in 15 quarters since. The position peaked at $257K in Q4 2021. 2,992 funds tracked by Wall St. Rank hold MCD as of Q3 2023.

Wealth Advisors held 835 shares of McDonald's worth $220K as of Q3 2023.
Wealth Advisors left its McDonald's share count unchanged in Q3 2023.
McDonald's made up 0.1% of Wealth Advisors's portfolio in Q3 2023, its #64 holding.
Wealth Advisors first reported a position in McDonald's in Q4 2019 and has held it in 15 quarters since.
Wealth Advisors's McDonald's position peaked at $257K in Q4 2021.
2,992 funds tracked by Wall St. Rank held McDonald's as of Q3 2023.

Based on Wealth Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.