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Allegiant Private Advisors’s McDonald's MCD Stock Holding History

Allegiant Private 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
2021
Q2 		$688K Sell
2,977
-139
-4% -$32.3K 0.11% 92
2021
Q1 		$698K Hold
3,116
– – 0.13% 84
2020
Q4 		$669K Buy
+3,116
New +$678K 0.14% 80

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

Allegiant Private Advisors's MCD Position: Q2 2021 in Review

Allegiant Private Advisors reduced its McDonald's (MCD) stake by 4.5% in Q2 2021, selling an estimated $32.3K and leaving 2,977 shares worth $688K. The position accounts for 0.11% of the portfolio, ranked #92.

Allegiant Private Advisors first reported a position in MCD in Q4 2020 and has held it in 3 quarters since. The position peaked at $698K in Q1 2021. 2,526 funds tracked by Wall St. Rank hold MCD as of Q2 2021.

  • Allegiant Private Advisors held 2,977 shares of McDonald's worth $688K as of Q2 2021.
  • Allegiant Private Advisors sold 139 McDonald's shares in Q2 2021, an estimated $32.3K.
  • McDonald's made up 0.11% of Allegiant Private Advisors's portfolio in Q2 2021, its #92 holding.
  • Allegiant Private Advisors first reported a position in McDonald's in Q4 2020 and has held it in 3 quarters since.
  • Allegiant Private Advisors's McDonald's position peaked at $698K in Q1 2021.
  • 2,526 funds tracked by Wall St. Rank held McDonald's as of Q2 2021.

Based on Allegiant Private Advisors's 13F filing for Q2 2021, filed 7 Jul 2021.