Wipfli Financial Advisors’s McDonald's MCD Stock Holding History

Wipfli Financial 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
2022 Q3	$1.94M	Buy	+8,399	New	+$2.15M	0.14%	70

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Wipfli Financial Advisors's MCD Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in McDonald's (MCD) in Q3 2022: 8,399 shares worth $1.94M. The stake represents 0.14% of the portfolio and ranks #70 among its holdings.

2,695 funds tracked by Wall St. Rank hold MCD as of Q3 2022.

Wipfli Financial Advisors held 8,399 shares of McDonald's worth $1.94M as of Q3 2022.
McDonald's was a new Wipfli Financial Advisors position in Q3 2022.
McDonald's made up 0.14% of Wipfli Financial Advisors's portfolio in Q3 2022, its #70 holding.
2,695 funds tracked by Wall St. Rank held McDonald's as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.