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Affinity Investment Advisors’s McDonald's MCD Stock Holding History

Affinity Investment Advisors’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
Q2 		– Sell
-7,326
Closed -$1.81M – 205
2022
Q1 		$1.81M Sell
7,326
-269
-4% -$67K 0.74% 42
2021
Q4 		$2.04M Buy
7,595
+959
+14% +$242K 0.82% 38
2021
Q3 		$1.6M Buy
6,636
+402
+6% +$96K 0.72% 42
2021
Q2 		$1.44M Sell
6,234
-164
-3% -$38.2K 0.65% 52
2021
Q1 		$1.43M Buy
6,398
+70
+1% +$15K 0.53% 58
2020
Q4 		$1.36M Hold
6,328
– – 0.55% 55
2020
Q3 		$1.39M Buy
+6,328
New +$1.3M 0.61% 50
2018
Q3 		– Sell
-26,979
Closed -$4.23M – 171
2018
Q2 		$4.23M Sell
26,979
-12,045
-31% -$1.95M 0.6% 58
2018
Q1 		$6.1M Sell
39,024
-2,509
-6% -$413K 0.71% 56
2017
Q4 		$7.15M Sell
41,533
-946
-2% -$159K 0.81% 53
2017
Q3 		$6.66M Sell
42,479
-829
-2% -$130K 0.77% 55
2017
Q2 		$6.63M Sell
43,308
-19,239
-31% -$2.78M 0.79% 56
2017
Q1 		$8.11M Buy
62,547
+1,417
+2% +$178K 0.73% 57
2016
Q4 		$7.44M Sell
61,130
-461
-0.7% -$54.1K 0.7% 57
2016
Q3 		$7.11M Sell
61,591
-5,300
-8% -$628K 0.6% 60
2016
Q2 		$8.05M Buy
66,891
+12,494
+23% +$1.56M 0.59% 59
2016
Q1 		$6.84M Buy
54,397
+50,691
+1,368% +$6.06M 0.6% 58
2015
Q4 		$438K Buy
+3,706
New +$414K 0.04% 123

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
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

Affinity Investment Advisors's MCD Position: Q2 2022 in Review

Affinity Investment Advisors sold out of McDonald's (MCD) in Q2 2022, closing a stake of 7,326 shares — an estimated $1.81M sold.

Affinity Investment Advisors first reported a position in MCD in Q4 2015 and held it in 18 quarters. The position peaked at $8.11M in Q1 2017. 2,718 funds tracked by Wall St. Rank hold MCD as of Q2 2022.

  • Affinity Investment Advisors reported no remaining McDonald's position as of Q2 2022 after selling out during the quarter.
  • Affinity Investment Advisors sold 7,326 McDonald's shares in Q2 2022, an estimated $1.81M.
  • Affinity Investment Advisors first reported a position in McDonald's in Q4 2015 and held it in 18 quarters.
  • Affinity Investment Advisors's McDonald's position peaked at $8.11M in Q1 2017.
  • 2,718 funds tracked by Wall St. Rank held McDonald's as of Q2 2022.

Based on Affinity Investment Advisors's 13F filing for Q2 2022, filed 27 Jul 2022.