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Artha Asset Management’s McDonald's MCD Stock Holding History

Artha Asset 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
Q3 		$4.43M Buy
19,200
+6,900
+56% +$1.76M 4.9% 10
2022
Q2 		$3.04M Sell
12,300
-8,800
-42% -$2.17M 2.8% 16
2022
Q1 		$5.22M Sell
21,100
-1,000
-5% -$249K 5.52% 7
2021
Q4 		$5.92M Buy
+22,100
New +$5.58M 7.23% 5

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Artha Asset Management's MCD Position: Q3 2022 in Review

Artha Asset Management increased its McDonald's (MCD) stake by 56% in Q3 2022, buying an estimated $1.76M and bringing the position to 19,200 shares worth $4.43M. The position accounts for 4.9% of the portfolio, ranked #10.

Artha Asset Management first reported a position in MCD in Q4 2021 and has held it in 4 quarters since. The position peaked at $5.92M in Q4 2021. 2,698 funds tracked by Wall St. Rank hold MCD as of Q3 2022.

  • Artha Asset Management held 19,200 shares of McDonald's worth $4.43M as of Q3 2022.
  • Artha Asset Management bought 6,900 McDonald's shares in Q3 2022, an estimated $1.76M.
  • McDonald's made up 4.9% of Artha Asset Management's portfolio in Q3 2022, its #10 holding.
  • Artha Asset Management first reported a position in McDonald's in Q4 2021 and has held it in 4 quarters since.
  • Artha Asset Management's McDonald's position peaked at $5.92M in Q4 2021.
  • 2,698 funds tracked by Wall St. Rank held McDonald's as of Q3 2022.

Based on Artha Asset Management's 13F filing for Q3 2022, filed 14 Nov 2022.