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YorkBridge Wealth Partners’s McDonald's MCD Stock Holding History

YorkBridge Wealth Partners’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
Q4 		$488K Buy
1,851
+118
+7% +$31.1K 0.12% 125
2022
Q3 		$400K Buy
1,733
+32
+2% +$8.18K 0.1% 139
2022
Q2 		$420K Hold
1,701
– – 0.11% 144
2022
Q1 		$421K Hold
1,701
– – 0.09% 166
2021
Q4 		$456K Hold
1,701
– – 0.1% 159
2021
Q3 		$410K Hold
1,701
– – 0.1% 156
2021
Q2 		$393K Hold
1,701
– – 0.1% 155
2021
Q1 		$381K Hold
1,701
– – 0.11% 148
2020
Q4 		$365K Sell
1,701
-56
-3% -$12.2K 0.12% 134
2020
Q3 		$386K Hold
1,757
– – 0.16% 111
2020
Q2 		$324K Sell
1,757
-842
-32% -$154K 0.15% 124
2020
Q1 		$430K Sell
2,599
-354
-12% -$69.7K 0.26% 91
2019
Q4 		$584K Buy
2,953
+235
+9% +$46.6K 0.27% 90
2019
Q3 		$584K Sell
2,718
-1,565
-37% -$336K 0.29% 86
2019
Q2 		$889K Buy
4,283
+58
+1% +$11.5K 0.4% 65
2019
Q1 		$802K Buy
4,225
+15
+0.4% +$2.72K 0.37% 68
2018
Q4 		$748K Sell
4,210
-1
-0% -$177 0.4% 65
2018
Q3 		$702K Sell
4,211
-381
-8% -$61.1K 0.32% 75
2018
Q2 		$720K Buy
4,592
+249
+6% +$40.4K 0.32% 77
2018
Q1 		$702K Buy
4,343
+553
+15% +$91K 0.32% 80
2017
Q4 		$621K Buy
3,790
+81
+2% +$13.6K 0.3% 84
2017
Q3 		$581K Sell
3,709
-125
-3% -$19.6K 0.3% 81
2017
Q2 		$585K Sell
3,834
-184
-5% -$26.6K 0.31% 79
2017
Q1 		$567K Sell
4,018
-834
-17% -$105K 0.3% 79
2016
Q4 		$585K Buy
+4,852
New +$569K 0.35% 80

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

YorkBridge Wealth Partners's MCD Position: Q4 2022 in Review

YorkBridge Wealth Partners increased its McDonald's (MCD) stake by 6.8% in Q4 2022, buying an estimated $31.1K and bringing the position to 1,851 shares worth $488K. The position accounts for 0.12% of the portfolio, ranked #125.

YorkBridge Wealth Partners first reported a position in MCD in Q4 2016 and has held it in 25 quarters since. The position peaked at $889K in Q2 2019. 2,920 funds tracked by Wall St. Rank hold MCD as of Q4 2022.

  • YorkBridge Wealth Partners held 1,851 shares of McDonald's worth $488K as of Q4 2022.
  • YorkBridge Wealth Partners bought 118 McDonald's shares in Q4 2022, an estimated $31.1K.
  • McDonald's made up 0.12% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #125 holding.
  • YorkBridge Wealth Partners first reported a position in McDonald's in Q4 2016 and has held it in 25 quarters since.
  • YorkBridge Wealth Partners's McDonald's position peaked at $889K in Q2 2019.
  • 2,920 funds tracked by Wall St. Rank held McDonald's as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.