AllGen Financial Advisors’s McDonald's MCD Stock Holding History

AllGen Financial 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 Q3	–	Sell	-38,661	Closed	-$964K	–	36
2021 Q2	$964K	Buy	+38,661	New	+$9M	0.74%	26

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

AllGen Financial Advisors's MCD Position: Q3 2021 in Review

AllGen Financial Advisors sold out of McDonald's (MCD) in Q3 2021, closing a stake of 38,661 shares — an estimated $964K sold.

AllGen Financial Advisors first reported a position in MCD in Q2 2021 and held it in 1 quarter. The position peaked at $964K in Q2 2021. 2,517 funds tracked by Wall St. Rank hold MCD as of Q3 2021.

AllGen Financial Advisors reported no remaining McDonald's position as of Q3 2021 after selling out during the quarter.
AllGen Financial Advisors sold 38,661 McDonald's shares in Q3 2021, an estimated $964K.
AllGen Financial Advisors first reported a position in McDonald's in Q2 2021 and held it in 1 quarter.
AllGen Financial Advisors's McDonald's position peaked at $964K in Q2 2021.
2,517 funds tracked by Wall St. Rank held McDonald's as of Q3 2021.

Based on AllGen Financial Advisors's 13F filing for Q3 2021, filed 15 Feb 2023.