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

Windsor Wealth Management’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 		$212K Hold
803
– – 0.04% 153
2023
Q2 		$240K Buy
+803
New +$233K 0.04% 148
2022
Q2 		– Sell
-6,788
Closed -$1.71M – 203
2022
Q1 		$1.71M Sell
6,788
-397
-6% -$98.9K 0.32% 62
2021
Q4 		$1.93M Buy
7,185
+55
+0.8% +$13.9K 0.35% 57
2021
Q3 		$1.73M Buy
7,130
+62
+0.9% +$14.8K 0.36% 57
2021
Q2 		$1.63M Buy
7,068
+463
+7% +$108K 0.35% 58
2021
Q1 		$1.48M Buy
6,605
+236
+4% +$50.5K 0.35% 58
2020
Q4 		$1.37M Buy
6,369
+26
+0.4% +$5.65K 0.35% 59
2020
Q3 		$1.42M Buy
6,343
+185
+3% +$38K 0.41% 53
2020
Q2 		$1.14M Buy
6,158
+249
+4% +$45.7K 0.36% 62
2020
Q1 		$977K Buy
5,909
+194
+3% +$38.2K 0.39% 58
2019
Q4 		$1.13M Buy
5,715
+1,268
+29% +$252K 0.42% 60
2019
Q3 		$917K Sell
4,447
-420
-9% -$90K 0.4% 63
2019
Q2 		$1M Buy
4,867
+567
+13% +$112K 0.44% 63
2019
Q1 		$817K Sell
4,300
-4
-0.1% -$726 0.46% 65
2018
Q4 		$764K Buy
4,304
+638
+17% +$113K 0.52% 53
2018
Q3 		$613K Hold
3,666
– – 0.4% 76
2018
Q2 		$574K Buy
3,666
+11
+0.3% +$1.78K 0.45% 66
2018
Q1 		$571K Buy
3,655
+163
+5% +$26.8K 0.48% 56
2017
Q4 		$601K Buy
+3,492
New +$586K 0.52% 49

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

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

Windsor Wealth Management held its McDonald's (MCD) position steady in Q3 2023 at 803 shares worth $212K. The position accounts for 0.04% of the portfolio, ranked #153.

Windsor Wealth Management first reported a position in MCD in Q4 2017 and has held it in 20 quarters since. The position peaked at $1.93M in Q4 2021. 2,992 funds tracked by Wall St. Rank hold MCD as of Q3 2023.

  • Windsor Wealth Management held 803 shares of McDonald's worth $212K as of Q3 2023.
  • Windsor Wealth Management left its McDonald's share count unchanged in Q3 2023.
  • McDonald's made up 0.04% of Windsor Wealth Management's portfolio in Q3 2023, its #153 holding.
  • Windsor Wealth Management first reported a position in McDonald's in Q4 2017 and has held it in 20 quarters since.
  • Windsor Wealth Management's McDonald's position peaked at $1.93M in Q4 2021.
  • 2,992 funds tracked by Wall St. Rank held McDonald's as of Q3 2023.

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