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55I LLC’s McDonald's MCD Stock Holding History

55I LLC’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 		$2.63M Buy
11,379
+7,365
+183% +$1.88M 0.07% 162
2022
Q2 		$991K Buy
4,014
+789
+24% +$194K 0.03% 263
2022
Q1 		$796K Sell
3,225
-43
-1% -$10.7K 0.02% 296
2021
Q4 		$876K Sell
3,268
-1,076
-25% -$272K 0.02% 262
2021
Q3 		$1.05M Buy
4,344
+1,891
+77% +$451K 0.03% 226
2021
Q2 		$567K Buy
2,453
+335
+16% +$78K 0.02% 242
2021
Q1 		$475K Buy
2,118
+1,166
+122% +$249K 0.02% 209
2020
Q4 		$204K Sell
952
-343
-26% -$74.6K 0.02% 236
2020
Q3 		$284K Buy
+1,295
New +$266K 0.03% 223

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

55I LLC's MCD Position: Q3 2022 in Review

55I LLC increased its McDonald's (MCD) stake by 183% in Q3 2022, buying an estimated $1.88M and bringing the position to 11,379 shares worth $2.63M. The position accounts for 0.07% of the portfolio, ranked #162.

55I LLC first reported a position in MCD in Q3 2020 and has held it in 9 quarters since. 2,695 funds tracked by Wall St. Rank hold MCD as of Q3 2022.

  • 55I LLC held 11,379 shares of McDonald's worth $2.63M as of Q3 2022.
  • 55I LLC bought 7,365 McDonald's shares in Q3 2022, an estimated $1.88M.
  • McDonald's made up 0.07% of 55I LLC's portfolio in Q3 2022, its #162 holding.
  • 55I LLC first reported a position in McDonald's in Q3 2020 and has held it in 9 quarters since.
  • 2,695 funds tracked by Wall St. Rank held McDonald's as of Q3 2022.

Based on 55I LLC's 13F filing for Q3 2022, filed 14 Nov 2022.