SEC 13F Intelligence

Aevitas Wealth Management, Inc. / MCD

Aevitas Wealth Management, Inc.’s Mcdonalds Corp Position

Does Aevitas Wealth Management, Inc. own Mcdonalds Corp (MCD)? Yes7.9K shares worth $2M (+1.23% of its 13F portfolio) as of Q4 2022, up from 7.7K shares the prior filed quarter.

Position Value
$2M
Q4 2022
Shares
7.9K
% of Portfolio
+1.23%
Quarters Held
17
currently held

Position History MCD

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ2 ’19: $2MQ3 ’19: $2MQ3 ’19Q4 ’19: $2MQ1 ’20: $1MQ2 ’20: $1MQ2 ’20Q3 ’20: $2MQ4 ’20: $2MQ1 ’21: $2MQ1 ’21Q2 ’21: $2MQ3 ’21: $2MQ4 ’21: $2MQ4 ’21Q1 ’22: $2MQ2 ’22: $2MQ3 ’22: $2MQ3 ’22Q4 ’22: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 20227.9K$2M+1.23%
Q3 20227.7K$2M+1.33%
Q2 20227.7K$2M+1.29%
Q1 20227.7K$2M+1.17%
Q4 20217.8K$2M+1.25%
Q3 20217.8K$2M+1.20%
Q2 20217.7K$2M+1.13%
Q1 20217.6K$2M+1.18%
Q4 20207.4K$2M+1.17%
Q3 20207.4K$2M+1.34%
Q2 20207.3K$1M+1.25%
Q1 20207.0K$1M+1.30%
Q4 20199.5K$2M+1.77%
Q3 20199.0K$2M+1.94%
Q2 20199.3K$2M+1.95%
Q1 20199.3K$2M+1.57%
Q4 20189.3K$2M+1.69%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Aevitas Wealth Management, Inc.’s full portfolio or all institutional holders of MCD.