PRW Wealth Management LLC
- SEC CIK
- 0001760472
- Latest filing
- Nov 1, 2023
MCD holding history
McDonalds Corp in every 13F filed by PRW Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
MCD overviewAll 13F holders of MCDFull Q3 2023 holdings
- Shares (Q3 2023)
- 782
- Value
- $203.4K
- % of portfolio
- 0.1%
- Quarters held
- 5
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2023 | 782 | $203.4K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 782 | $230.4K | 0.1% | +9+1.2% | Added | Holders |
| Q1 2023 | 773 | $228.6K | 0.1% | +773 | New | Holders |
| Q1 2022 | 0 | $0 | 0.0% | −753−100.0% | Sold out | Holders |
| Q4 2021 | 753 | $202.0K | 0.1% | +753 | New | Holders |
| Q3 2021 | 0 | $0 | 0.0% | −2,610−100.0% | Sold out | Holders |
| Q2 2021 | 2,610 | $603.0K | 0.2% | +2,610 | New | Holders |