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Wealth Management Solutions’s McDonald's MCD Stock Holding History

Wealth Management Solutions’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 		$574K Sell
2,180
-18
-0.8% -$5.13K 0.39% 30
2023
Q2 		$656K Buy
2,198
+77
+4% +$22.4K 0.43% 26
2023
Q1 		$593K Buy
2,121
+44
+2% +$11.8K 0.34% 30
2022
Q4 		$547K Sell
2,077
-22
-1% -$5.8K 0.29% 41
2022
Q3 		$484K Sell
2,099
-8
-0.4% -$2.04K 0.28% 36
2022
Q2 		$520K Sell
2,107
-275
-12% -$67.7K 0.29% 40
2022
Q1 		$589K Buy
2,382
+7
+0.3% +$1.74K 0.31% 46
2021
Q4 		$637K Buy
+2,375
New +$600K 0.33% 50

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wealth Management Solutions's MCD Position: Q3 2023 in Review

Wealth Management Solutions reduced its McDonald's (MCD) stake by 0.82% in Q3 2023, selling an estimated $5.13K and leaving 2,180 shares worth $574K. The position accounts for 0.39% of the portfolio, ranked #30.

Wealth Management Solutions first reported a position in MCD in Q4 2021 and has held it in 8 quarters since. The position peaked at $656K in Q2 2023. 2,993 funds tracked by Wall St. Rank hold MCD as of Q3 2023.

  • Wealth Management Solutions held 2,180 shares of McDonald's worth $574K as of Q3 2023.
  • Wealth Management Solutions sold 18 McDonald's shares in Q3 2023, an estimated $5.13K.
  • McDonald's made up 0.39% of Wealth Management Solutions's portfolio in Q3 2023, its #30 holding.
  • Wealth Management Solutions first reported a position in McDonald's in Q4 2021 and has held it in 8 quarters since.
  • Wealth Management Solutions's McDonald's position peaked at $656K in Q2 2023.
  • 2,993 funds tracked by Wall St. Rank held McDonald's as of Q3 2023.

Based on Wealth Management Solutions's 13F filing for Q3 2023, filed 25 Oct 2023.