Adams Chetwood Wealth Management’s McDonald's MCD Stock Holding History

Adams Chetwood Wealth Management’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 Q1	$1.35M	Sell	5,466 -17	-0.3%	-$4.24K	0.77%	25
2021 Q4	$1.47M	Sell	5,483 -54	-1%	-$13.6K	1%	25
2021 Q3	$1.33M	Buy	5,537 +2	+0%	+$477	0.97%	25
2021 Q2	$1.28M	Buy	5,535 +3	+0.1%	+$698	0.9%	26
2021 Q1	$1.24M	Sell	5,532 -91	-2%	-$19.5K	0.95%	23
2020 Q4	$1.21M	Buy	5,623 +312	+6%	+$67.8K	1%	20
2020 Q3	$1.17M	Buy	5,311 +4	+0.1%	+$821	1.12%	19
2020 Q2	$979K	Buy	5,307 +4	+0.1%	+$733	1%	20
2020 Q1	$961K	Sell	5,303 -174	-3%	-$34.3K	1.12%	17
2019 Q4	$1.08M	Buy	+5,477	New	+$1.09M	1.11%	14

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

Adams Chetwood Wealth Management's MCD Position: Q1 2022 in Review

Adams Chetwood Wealth Management reduced its McDonald's (MCD) stake by 0.31% in Q1 2022, selling an estimated $4.24K and leaving 5,466 shares worth $1.35M. The position accounts for 0.77% of the portfolio, ranked #25.

Adams Chetwood Wealth Management first reported a position in MCD in Q4 2019 and has held it in 10 quarters since. The position peaked at $1.47M in Q4 2021. 2,734 funds tracked by Wall St. Rank hold MCD as of Q1 2022.

Adams Chetwood Wealth Management held 5,466 shares of McDonald's worth $1.35M as of Q1 2022.
Adams Chetwood Wealth Management sold 17 McDonald's shares in Q1 2022, an estimated $4.24K.
McDonald's made up 0.77% of Adams Chetwood Wealth Management's portfolio in Q1 2022, its #25 holding.
Adams Chetwood Wealth Management first reported a position in McDonald's in Q4 2019 and has held it in 10 quarters since.
Adams Chetwood Wealth Management's McDonald's position peaked at $1.47M in Q4 2021.
2,734 funds tracked by Wall St. Rank held McDonald's as of Q1 2022.

Based on Adams Chetwood Wealth Management's 13F filing for Q1 2022, filed 13 Apr 2022.