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Wealth Enhancement & Preservation of GA’s McDonald's MCD Stock Holding History

Wealth Enhancement & Preservation of GA’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
Q2 		$790K Buy
2,647
+171
+7% +$49.7K 0.76% 24
2023
Q1 		$692K Buy
2,476
+212
+9% +$56.8K 0.83% 24
2022
Q4 		$597K Buy
2,264
+588
+35% +$155K 0.97% 32
2022
Q3 		$387K Sell
1,676
-2,871
-63% -$734K 0.62% 42
2022
Q2 		$1.15M Sell
4,547
-837
-16% -$206K 1.22% 22
2022
Q1 		$1.33M Buy
5,384
+268
+5% +$66.8K 1.03% 31
2021
Q4 		$1.37M Buy
5,116
+67
+1% +$16.9K 0.92% 28
2021
Q3 		$1.22M Buy
5,049
+322
+7% +$76.9K 0.94% 24
2021
Q2 		$1.09M Buy
4,727
+201
+4% +$46.8K 0.8% 34
2021
Q1 		$1.05M Buy
4,526
+56
+1% +$12K 0.81% 31
2020
Q4 		$959K Buy
4,470
+758
+20% +$165K 0.83% 33
2020
Q3 		$797K Buy
3,712
+1,048
+39% +$215K 0.82% 27
2020
Q2 		$489K Sell
2,664
-1,222
-31% -$224K 0.61% 34
2020
Q1 		$595K Sell
3,886
-3,637
-48% -$717K 0.56% 39
2019
Q4 		$1.48M Buy
+7,523
New +$1.49M 0.76% 31

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Wealth Enhancement & Preservation of GA's MCD Position: Q2 2023 in Review

Wealth Enhancement & Preservation of GA increased its McDonald's (MCD) stake by 6.9% in Q2 2023, buying an estimated $49.7K and bringing the position to 2,647 shares worth $790K. The position accounts for 0.76% of the portfolio, ranked #24.

Wealth Enhancement & Preservation of GA first reported a position in MCD in Q4 2019 and has held it in 15 quarters since. The position peaked at $1.48M in Q4 2019. 3,003 funds tracked by Wall St. Rank hold MCD as of Q2 2023.

  • Wealth Enhancement & Preservation of GA held 2,647 shares of McDonald's worth $790K as of Q2 2023.
  • Wealth Enhancement & Preservation of GA bought 171 McDonald's shares in Q2 2023, an estimated $49.7K.
  • McDonald's made up 0.76% of Wealth Enhancement & Preservation of GA's portfolio in Q2 2023, its #24 holding.
  • Wealth Enhancement & Preservation of GA first reported a position in McDonald's in Q4 2019 and has held it in 15 quarters since.
  • Wealth Enhancement & Preservation of GA's McDonald's position peaked at $1.48M in Q4 2019.
  • 3,003 funds tracked by Wall St. Rank held McDonald's as of Q2 2023.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q2 2023, filed 18 Jul 2023.