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B. Riley Wealth Management’s McDonald's MCD Stock Holding History

B. Riley 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 		$32.1K Buy
7,038
+940
+15% +$232K 0.04% 86
2022
Q1 		$1.51M Sell
6,098
-2,812
-32% -$700K 0.12% 168
2021
Q4 		$2.39M Buy
8,910
+383
+4% +$96.7K 0.17% 124
2021
Q3 		$2.06M Buy
8,527
+7,649
+871% +$1.83M 0.16% 131
2021
Q2 		$203K Sell
878
-1,739
-66% -$405K 0.02% 382
2021
Q1 		$587K Buy
+2,617
New +$560K 0.07% 211
2020
Q3 		– Sell
-4,715
Closed -$870K – 488
2020
Q2 		$870K Sell
4,715
-3,880
-45% -$711K 0.1% 175
2020
Q1 		$1.42M Buy
8,595
+3,600
+72% +$709K 0.15% 134
2019
Q4 		$987K Buy
4,995
+111
+2% +$22K 0.15% 145
2019
Q3 		$1.05M Buy
4,884
+245
+5% +$52.5K 0.18% 130
2019
Q2 		$963 Buy
4,639
+4
+0.1% +$792 0.15% 134
2019
Q1 		$880K Sell
4,635
-224
-5% -$40.7K 0.15% 147
2018
Q4 		$863K Buy
4,859
+1,255
+35% +$223K 0.18% 126
2018
Q3 		$603K Buy
+3,604
New +$578K 0.15% 131
2016
Q1 		$218K Sell
1,737
-1,227
-41% -$147K 0.33% 106
2015
Q4 		$350K Buy
2,964
+838
+39% +$93.7K 0.45% 77
2015
Q3 		$209K Sell
2,126
-57
-3% -$5.55K 0.3% 138
2015
Q2 		$207K Buy
2,183
+11
+0.5% +$1.06K 0.16% 181
2015
Q1 		$211K Sell
2,172
-108
-5% -$10.2K 0.16% 191
2014
Q4 		$213K Buy
2,280
+119
+6% +$11.1K 0.17% 151
2014
Q3 		$204K Sell
2,161
-2,221
-51% -$212K 0.15% 186
2014
Q2 		$441K Buy
4,382
+462
+12% +$46.6K 0.29% 88
2014
Q1 		$384K Buy
+3,920
New +$375K 0.28% 90

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

B. Riley Wealth Management's MCD Position: Q2 2022 in Review

B. Riley Wealth Management increased its McDonald's (MCD) stake by 15% in Q2 2022, buying an estimated $232K and bringing the position to 7,038 shares worth $32.1K. The position accounts for 0.04% of the portfolio, ranked #86.

B. Riley Wealth Management first reported a position in MCD in Q1 2014 and has held it in 23 quarters since. The position peaked at $2.39M in Q4 2021. 2,718 funds tracked by Wall St. Rank hold MCD as of Q2 2022.

  • B. Riley Wealth Management held 7,038 shares of McDonald's worth $32.1K as of Q2 2022.
  • B. Riley Wealth Management bought 940 McDonald's shares in Q2 2022, an estimated $232K.
  • McDonald's made up 0.04% of B. Riley Wealth Management's portfolio in Q2 2022, its #86 holding.
  • B. Riley Wealth Management first reported a position in McDonald's in Q1 2014 and has held it in 23 quarters since.
  • B. Riley Wealth Management's McDonald's position peaked at $2.39M in Q4 2021.
  • 2,718 funds tracked by Wall St. Rank held McDonald's as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.