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

Xcel 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	–	Sell	-786	Closed	-$235K	–	122
2023 Q2	$235K	Sell	786 -65	-8%	-$18.9K	0.07%	118
2023 Q1	$238K	Buy	851 +33	+4%	+$8.84K	0.08%	117
2022 Q4	$216K	Sell	818 -612	-43%	-$161K	0.08%	117
2022 Q3	$330K	Hold	1,430	–	–	0.12%	98
2022 Q2	$353K	Buy	1,430 +86	+6%	+$21.2K	0.13%	91
2022 Q1	$332K	Hold	1,344	–	–	0.09%	118
2021 Q4	$360K	Buy	1,344 +1	+0.1%	+$252	0.09%	120
2021 Q3	$324K	Hold	1,343	–	–	0.09%	116
2021 Q2	$310K	Hold	1,343	–	–	0.09%	119
2021 Q1	$301K	Hold	1,343	–	–	0.11%	109
2020 Q4	$288K	Hold	1,343	–	–	0.12%	103
2020 Q3	$294K	Buy	1,343 +162	+14%	+$33.3K	0.15%	90
2020 Q2	$217K	Buy	+1,181	New	+$217K	0.13%	92

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Xcel Wealth Management sold out of McDonald's (MCD) in Q3 2023, closing a stake of 786 shares — an estimated $235K sold.

Xcel Wealth Management first reported a position in MCD in Q2 2020 and held it in 13 quarters. The position peaked at $360K in Q4 2021. 2,992 funds tracked by Wall St. Rank hold MCD as of Q3 2023.

Xcel Wealth Management reported no remaining McDonald's position as of Q3 2023 after selling out during the quarter.
Xcel Wealth Management sold 786 McDonald's shares in Q3 2023, an estimated $235K.
Xcel Wealth Management first reported a position in McDonald's in Q2 2020 and held it in 13 quarters.
Xcel Wealth Management's McDonald's position peaked at $360K in Q4 2021.
2,992 funds tracked by Wall St. Rank held McDonald's as of Q3 2023.

Based on Xcel Wealth Management's 13F filing for Q3 2023, filed 17 Oct 2023.