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

Angeles 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
Q1 		– Sell
-2,585
Closed -$693K – 175
2021
Q4 		$693K Buy
2,585
+1,080
+72% +$273K 0.03% 97
2021
Q3 		$363K Buy
1,505
+140
+10% +$33.4K 0.02% 136
2021
Q2 		$315K Sell
1,365
-62
-4% -$14.4K 0.02% 107
2021
Q1 		$320K Hold
1,427
– – 0.02% 88
2020
Q4 		$306K Sell
1,427
-147
-9% -$32K 0.03% 90
2020
Q3 		$345K Sell
1,574
-126
-7% -$25.9K 0.04% 81
2020
Q2 		$314K Sell
1,700
-593
-26% -$109K 0.04% 72
2020
Q1 		$431K Sell
2,293
-827
-27% -$163K 0.12% 57
2019
Q4 		$617K Sell
3,120
-195
-6% -$38.7K 0.12% 49
2019
Q3 		$712K Buy
+3,315
New +$711K 0.15% 38

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

Angeles Investment Advisors's MCD Position: Q1 2022 in Review

Angeles Investment Advisors sold out of McDonald's (MCD) in Q1 2022, closing a stake of 2,585 shares — an estimated $693K sold.

Angeles Investment Advisors first reported a position in MCD in Q3 2019 and held it in 10 quarters. The position peaked at $712K in Q3 2019. 2,734 funds tracked by Wall St. Rank hold MCD as of Q1 2022.

  • Angeles Investment Advisors reported no remaining McDonald's position as of Q1 2022 after selling out during the quarter.
  • Angeles Investment Advisors sold 2,585 McDonald's shares in Q1 2022, an estimated $693K.
  • Angeles Investment Advisors first reported a position in McDonald's in Q3 2019 and held it in 10 quarters.
  • Angeles Investment Advisors's McDonald's position peaked at $712K in Q3 2019.
  • 2,734 funds tracked by Wall St. Rank held McDonald's as of Q1 2022.

Based on Angeles Investment Advisors's 13F filing for Q1 2022, filed 16 May 2022.