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AGF Investments LLC’s McDonald's MCD Stock Holding History

AGF Investments 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 		$1.47M Buy
6,376
+2,217
+53% +$567K 0.13% 146
2022
Q2 		$1.03M Sell
4,159
-285
-6% -$70.2K 0.1% 50
2022
Q1 		$1.1M Buy
4,444
+162
+4% +$40.4K 0.09% 47
2021
Q4 		$1.15M Sell
4,282
-1,489
-26% -$376K 0.1% 35
2021
Q3 		$1.39M Sell
5,771
-423
-7% -$101K 0.14% 16
2021
Q2 		$1.43M Sell
6,194
-303
-5% -$70.5K 0.15% 17
2021
Q1 		$1.46M Sell
6,497
-1,221
-16% -$261K 0.17% 17
2020
Q4 		$1.66M Sell
7,718
-2,807
-27% -$610K 0.2% 19
2020
Q3 		$2.31M Sell
10,525
-9,504
-47% -$1.95M 0.26% 15
2020
Q2 		$3.69M Buy
20,029
+889
+5% +$163K 0.38% 22
2020
Q1 		$3.17M Sell
19,140
-4,825
-20% -$951K 0.41% 20
2019
Q4 		$4.74M Buy
23,965
+13,579
+131% +$2.69M 0.88% 11
2019
Q3 		$2.23M Sell
10,386
-1,386
-12% -$297K 0.52% 52
2019
Q2 		$2.44M Buy
11,772
+2,801
+31% +$555K 0.51% 61
2019
Q1 		$1.7M Sell
8,971
-35,773
-80% -$6.49M 0.38% 76
2018
Q4 		$7.95M Buy
44,744
+2,567
+6% +$455K 1.1% 22
2018
Q3 		$7.06M Sell
42,177
-15,048
-26% -$2.41M 0.9% 32
2018
Q2 		$8.97K Buy
57,225
+27
+0% +$4.38K 1.03% 24
2018
Q1 		$8.95M Sell
57,198
-5,958
-9% -$980K 1.51% 15
2017
Q4 		$10.9M Buy
63,156
+11,946
+23% +$2.01M 1.88% 15
2017
Q3 		$8.02M Sell
51,210
-13,539
-21% -$2.12M 1.78% 16
2017
Q2 		$9.92M Buy
64,749
+3,894
+6% +$563K 2.27% 11
2017
Q1 		$7.89M Buy
60,855
+3,472
+6% +$436K 1.98% 16
2016
Q4 		$6.98M Buy
+57,383
New +$6.73M 1.85% 17

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

AGF Investments LLC's MCD Position: Q3 2022 in Review

AGF Investments LLC increased its McDonald's (MCD) stake by 53% in Q3 2022, buying an estimated $567K and bringing the position to 6,376 shares worth $1.47M. The position accounts for 0.13% of the portfolio, ranked #146.

AGF Investments LLC first reported a position in MCD in Q4 2016 and has held it in 24 quarters since. The position peaked at $10.9M in Q4 2017. 2,696 funds tracked by Wall St. Rank hold MCD as of Q3 2022.

  • AGF Investments LLC held 6,376 shares of McDonald's worth $1.47M as of Q3 2022.
  • AGF Investments LLC bought 2,217 McDonald's shares in Q3 2022, an estimated $567K.
  • McDonald's made up 0.13% of AGF Investments LLC's portfolio in Q3 2022, its #146 holding.
  • AGF Investments LLC first reported a position in McDonald's in Q4 2016 and has held it in 24 quarters since.
  • AGF Investments LLC's McDonald's position peaked at $10.9M in Q4 2017.
  • 2,696 funds tracked by Wall St. Rank held McDonald's as of Q3 2022.

Based on AGF Investments LLC's 13F filing for Q3 2022, filed 10 Nov 2022.