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Advanced Research Investment Solutions’s McDonald's MCD Stock Holding History

Advanced Research Investment Solutions’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 		– Sell
-468
Closed -$125K – 234
2021
Q4 		$125K Buy
468
+50
+12% +$12.6K 0.05% 67
2021
Q3 		$101K Buy
+418
New +$99.8K 0.05% 49

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advanced Research Investment Solutions's MCD Position: Q1 2022 in Review

Advanced Research Investment Solutions sold out of McDonald's (MCD) in Q1 2022, closing a stake of 468 shares — an estimated $125K sold.

Advanced Research Investment Solutions first reported a position in MCD in Q3 2021 and held it in 2 quarters. The position peaked at $125K in Q4 2021. 2,734 funds tracked by Wall St. Rank hold MCD as of Q1 2022.

  • Advanced Research Investment Solutions reported no remaining McDonald's position as of Q1 2022 after selling out during the quarter.
  • Advanced Research Investment Solutions sold 468 McDonald's shares in Q1 2022, an estimated $125K.
  • Advanced Research Investment Solutions first reported a position in McDonald's in Q3 2021 and held it in 2 quarters.
  • Advanced Research Investment Solutions's McDonald's position peaked at $125K in Q4 2021.
  • 2,734 funds tracked by Wall St. Rank held McDonald's as of Q1 2022.

Based on Advanced Research Investment Solutions's 13F filing for Q1 2022, filed 10 May 2022.