Altium Wealth Management’s McDonald's MCD Stock Holding History

Altium Wealth Management’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	$4.2M	Buy	17,024 +4,163	+32%	+$1.03M	0.3%	44
2022 Q1	$3.18M	Buy	12,861 +854	+7%	+$213K	0.2%	58
2021 Q4	$3.22M	Buy	12,007 +884	+8%	+$223K	0.21%	57
2021 Q3	$2.68M	Buy	11,123 +178	+2%	+$42.5K	0.19%	63
2021 Q2	$2.53M	Sell	10,945 -185	-2%	-$43.1K	0.19%	61
2021 Q1	$2.5M	Buy	11,130 +1,141	+11%	+$244K	0.2%	59
2020 Q4	$2.14M	Buy	9,989 +433	+5%	+$94.2K	0.19%	61
2020 Q3	$2.1M	Buy	9,556 +197	+2%	+$40.4K	0.22%	55
2020 Q2	$1.73M	Buy	9,359 +1,812	+24%	+$332K	0.19%	59
2020 Q1	$1.25M	Sell	7,547 -343	-4%	-$67.6K	0.17%	69
2019 Q4	$1.56M	Buy	7,890 +232	+3%	+$46K	0.19%	71
2019 Q3	$1.64M	Sell	7,658 -26	-0.3%	-$5.57K	0.22%	60
2019 Q2	$1.6M	Buy	7,684 +340	+5%	+$67.3K	0.23%	56
2019 Q1	$1.4M	Sell	7,344 -526	-7%	-$95.5K	0.22%	63
2018 Q4	$1.4M	Buy	7,870 +1,483	+23%	+$263K	0.27%	54
2018 Q3	$1.07M	Sell	6,387 -1,316	-17%	-$211K	0.2%	77
2018 Q2	$1.21M	Buy	+7,703	New	+$1.25M	0.32%	57

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

Altium Wealth Management's MCD Position: Q2 2022 in Review

Altium Wealth Management increased its McDonald's (MCD) stake by 32% in Q2 2022, buying an estimated $1.03M and bringing the position to 17,024 shares worth $4.2M. The position accounts for 0.3% of the portfolio, ranked #44.

Altium Wealth Management first reported a position in MCD in Q2 2018 and has held it in 17 quarters since. 2,718 funds tracked by Wall St. Rank hold MCD as of Q2 2022.

Altium Wealth Management held 17,024 shares of McDonald's worth $4.2M as of Q2 2022.
Altium Wealth Management bought 4,163 McDonald's shares in Q2 2022, an estimated $1.03M.
McDonald's made up 0.3% of Altium Wealth Management's portfolio in Q2 2022, its #44 holding.
Altium Wealth Management first reported a position in McDonald's in Q2 2018 and has held it in 17 quarters since.
2,718 funds tracked by Wall St. Rank held McDonald's as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.