Ategra Capital Management’s McDonald's MCD Stock Holding History

Ategra Capital 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 Q1	–	Sell	-1,108	Closed	-$297K	–	108
2021 Q4	$297K	Hold	1,108	–	–	0.13%	93
2021 Q3	$267K	Hold	1,108	–	–	0.13%	94
2021 Q2	$256K	Sell	1,108 -429	-28%	-$99.8K	0.12%	97
2021 Q1	$345K	Buy	1,537 +7	+0.5%	+$1.5K	0.19%	82
2020 Q4	$329K	Buy	1,530 +6	+0.4%	+$1.3K	0.23%	74
2020 Q3	$335K	Buy	1,524 +6	+0.4%	+$1.23K	0.3%	66
2020 Q2	$280K	Buy	1,518 +34	+2%	+$6.23K	0.27%	70
2020 Q1	$246K	Sell	1,484 -62	-4%	-$12.2K	0.29%	64
2019 Q4	$306K	Sell	1,546 -313	-17%	-$62.1K	0.26%	69
2019 Q3	$399K	Sell	1,859 -324	-15%	-$69.5K	0.36%	57
2019 Q2	$453K	Sell	2,183 -335	-13%	-$66.4K	0.42%	51
2019 Q1	$478K	Buy	+2,518	New	+$457K	0.47%	44

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

Ategra Capital Management's MCD Position: Q1 2022 in Review

Ategra Capital Management sold out of McDonald's (MCD) in Q1 2022, closing a stake of 1,108 shares — an estimated $297K sold.

Ategra Capital Management first reported a position in MCD in Q1 2019 and held it in 12 quarters. The position peaked at $478K in Q1 2019. 2,734 funds tracked by Wall St. Rank hold MCD as of Q1 2022.

Ategra Capital Management reported no remaining McDonald's position as of Q1 2022 after selling out during the quarter.
Ategra Capital Management sold 1,108 McDonald's shares in Q1 2022, an estimated $297K.
Ategra Capital Management first reported a position in McDonald's in Q1 2019 and held it in 12 quarters.
Ategra Capital Management's McDonald's position peaked at $478K in Q1 2019.
2,734 funds tracked by Wall St. Rank held McDonald's as of Q1 2022.

Based on Ategra Capital Management's 13F filing for Q1 2022, filed 14 Feb 2025.