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

Arbor 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
2021
Q4 		$4.12M Buy
15,371
+47
+0.3% +$11.9K 0.9% 20
2021
Q3 		$3.69M Sell
15,324
-397
-3% -$94.8K 0.87% 21
2021
Q2 		$3.63M Sell
15,721
-204
-1% -$47.5K 0.9% 22
2021
Q1 		$3.57M Buy
15,925
+1,361
+9% +$291K 1.05% 20
2020
Q4 		$3.13M Sell
14,564
-644
-4% -$140K 1.18% 23
2020
Q3 		$3.34M Sell
15,208
-581
-4% -$119K 1.33% 24
2020
Q2 		$2.91M Sell
15,789
-30
-0.2% -$5.5K 1.36% 25
2020
Q1 		$2.62M Buy
+15,819
New +$3.12M 1.66% 18
2019
Q3 		– Sell
-743
Closed -$154K – 136
2019
Q2 		$154K Buy
743
+56
+8% +$11.1K 0.08% 56
2019
Q1 		$130K Buy
687
+250
+57% +$45.4K 0.08% 65
2018
Q4 		$78K Buy
+437
New +$77.5K 0.07% 67
2016
Q1 		– Sell
-8,069
Closed -$943K – 101
2015
Q4 		$943K Buy
+8,069
New +$902K 1.03% 29

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

Arbor Wealth Management's MCD Position: Q4 2021 in Review

Arbor Wealth Management increased its McDonald's (MCD) stake by 0.31% in Q4 2021, buying an estimated $11.9K and bringing the position to 15,371 shares worth $4.12M. The position accounts for 0.9% of the portfolio, ranked #20.

Arbor Wealth Management first reported a position in MCD in Q4 2015 and has held it in 12 quarters since. 2,796 funds tracked by Wall St. Rank hold MCD as of Q4 2021.

  • Arbor Wealth Management held 15,371 shares of McDonald's worth $4.12M as of Q4 2021.
  • Arbor Wealth Management bought 47 McDonald's shares in Q4 2021, an estimated $11.9K.
  • McDonald's made up 0.9% of Arbor Wealth Management's portfolio in Q4 2021, its #20 holding.
  • Arbor Wealth Management first reported a position in McDonald's in Q4 2015 and has held it in 12 quarters since.
  • 2,796 funds tracked by Wall St. Rank held McDonald's as of Q4 2021.

Based on Arbor Wealth Management's 13F filing for Q4 2021, filed 25 Jan 2022.