WESPAC Advisors’s McDonald's MCD Stock Holding History

WESPAC 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 Q4	–	Sell	-849	Closed	-$224K	–	165
2023 Q3	$224K	Buy	+849	New	+$242K	0.17%	129
2023 Q1	–	Sell	-802	Closed	-$212K	–	121
2022 Q4	$212K	Buy	+802	New	+$212K	0.37%	61
2022 Q3	–	Sell	-864	Closed	-$213K	–	94
2022 Q2	$213K	Buy	+864	New	+$213K	0.16%	85

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WESPAC Advisors's MCD Position: Q4 2023 in Review

WESPAC Advisors sold out of McDonald's (MCD) in Q4 2023, closing a stake of 849 shares — an estimated $224K sold.

WESPAC Advisors first reported a position in MCD in Q2 2022 and held it in 3 quarters. The position peaked at $224K in Q3 2023. 3,185 funds tracked by Wall St. Rank hold MCD as of Q4 2023.

WESPAC Advisors reported no remaining McDonald's position as of Q4 2023 after selling out during the quarter.
WESPAC Advisors sold 849 McDonald's shares in Q4 2023, an estimated $224K.
WESPAC Advisors first reported a position in McDonald's in Q2 2022 and held it in 3 quarters.
WESPAC Advisors's McDonald's position peaked at $224K in Q3 2023.
3,185 funds tracked by Wall St. Rank held McDonald's as of Q4 2023.

Based on WESPAC Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.