6 Meridian’s McDonald's MCD Stock Holding History

6 Meridian’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
2021 Q4	$2.78M	Buy	10,387 +118	+1%	+$29.8K	0.2%	75
2021 Q3	$2.48M	Buy	+10,269	New	+$2.45M	0.2%	79
2020 Q3	–	Sell	-15,550	Closed	-$2.87M	–	345
2020 Q2	$2.87M	Sell	15,550 -28,720	-65%	-$5.27M	0.3%	61
2020 Q1	$7.32M	Sell	44,270 -29,779	-40%	-$5.87M	0.77%	37
2019 Q4	$14.6M	Buy	74,049 +1,026	+1%	+$204K	1.28%	22
2019 Q3	$15.7M	Buy	73,023 +27,322	+60%	+$5.86M	1.53%	18
2019 Q2	$9.49M	Sell	45,701 -247	-0.5%	-$48.9K	0.95%	30
2019 Q1	$8.73M	Sell	45,948 -7,549	-14%	-$1.37M	0.88%	31
2018 Q4	$9.5M	Sell	53,497 -1,252	-2%	-$222K	1.09%	27
2018 Q3	$9.16M	Sell	54,749 -42,898	-44%	-$6.87M	0.94%	27
2018 Q2	$15.3M	Sell	97,647 -437	-0.4%	-$70.9K	1.62%	15
2018 Q1	$15.3M	Buy	98,084 +11,668	+14%	+$1.92M	1.72%	14
2017 Q4	$14.9M	Buy	+86,416	New	+$14.5M	1.72%	13

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

6 Meridian's MCD Position: Q4 2021 in Review

6 Meridian increased its McDonald's (MCD) stake by 1.1% in Q4 2021, buying an estimated $29.8K and bringing the position to 10,387 shares worth $2.78M. The position accounts for 0.2% of the portfolio, ranked #75.

6 Meridian first reported a position in MCD in Q4 2017 and has held it in 13 quarters since. The position peaked at $15.7M in Q3 2019. 2,795 funds tracked by Wall St. Rank hold MCD as of Q4 2021.

6 Meridian held 10,387 shares of McDonald's worth $2.78M as of Q4 2021.
6 Meridian bought 118 McDonald's shares in Q4 2021, an estimated $29.8K.
McDonald's made up 0.2% of 6 Meridian's portfolio in Q4 2021, its #75 holding.
6 Meridian first reported a position in McDonald's in Q4 2017 and has held it in 13 quarters since.
6 Meridian's McDonald's position peaked at $15.7M in Q3 2019.
2,795 funds tracked by Wall St. Rank held McDonald's as of Q4 2021.

Based on 6 Meridian's 13F filing for Q4 2021, filed 1 Feb 2022.