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MCD icon

WealthOne’s McDonald's MCD Stock Holding History

WealthOne’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 		$223K Sell
846
-107
-11% -$30.5K 0.09% 73
2023
Q2 		$284K Sell
953
-48
-5% -$13.9K 0.1% 84
2023
Q1 		$280K Buy
1,001
+19
+2% +$5.09K 0.11% 85
2022
Q4 		$259K Sell
982
-59
-6% -$15.6K 0.1% 94
2022
Q3 		$240K Sell
1,041
-49
-4% -$12.5K 0.1% 93
2022
Q2 		$269K Sell
1,090
-76
-7% -$18.7K 0.11% 92
2022
Q1 		$288K Buy
1,166
+59
+5% +$14.7K 0.1% 95
2021
Q4 		$297K Sell
1,107
-93
-8% -$23.5K 0.1% 88
2021
Q3 		$289K Sell
1,200
-94
-7% -$22.4K 0.11% 107
2021
Q2 		$299K Sell
1,294
-193
-13% -$44.9K 0.12% 100
2021
Q1 		$333K Sell
1,487
-167
-10% -$35.7K 0.14% 93
2020
Q4 		$355K Buy
1,654
+5
+0.3% +$1.09K 0.17% 74
2020
Q3 		$362K Buy
1,649
+53
+3% +$10.9K 0.2% 67
2020
Q2 		$294K Buy
1,596
+291
+22% +$53.4K 0.18% 74
2020
Q1 		$216K Sell
1,305
-359
-22% -$70.7K 0.17% 80
2019
Q4 		$329K Buy
1,664
+35
+2% +$6.94K 0.2% 65
2019
Q3 		$350K Sell
1,629
-121
-7% -$25.9K 0.25% 60
2019
Q2 		$363K Buy
1,750
+53
+3% +$10.5K 0.26% 62
2019
Q1 		$322K Sell
1,697
-92
-5% -$16.7K 0.36% 52
2018
Q4 		$318K Buy
+1,789
New +$317K 0.28% 52

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

WealthOne's MCD Position: Q3 2023 in Review

WealthOne reduced its McDonald's (MCD) stake by 11% in Q3 2023, selling an estimated $30.5K and leaving 846 shares worth $223K. The position accounts for 0.09% of the portfolio, ranked #73.

WealthOne first reported a position in MCD in Q4 2018 and has held it in 20 quarters since. The position peaked at $363K in Q2 2019. 2,994 funds tracked by Wall St. Rank hold MCD as of Q3 2023.

  • WealthOne held 846 shares of McDonald's worth $223K as of Q3 2023.
  • WealthOne sold 107 McDonald's shares in Q3 2023, an estimated $30.5K.
  • McDonald's made up 0.09% of WealthOne's portfolio in Q3 2023, its #73 holding.
  • WealthOne first reported a position in McDonald's in Q4 2018 and has held it in 20 quarters since.
  • WealthOne's McDonald's position peaked at $363K in Q2 2019.
  • 2,994 funds tracked by Wall St. Rank held McDonald's as of Q3 2023.

Based on WealthOne's 13F filing for Q3 2023, filed 12 Oct 2023.