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Badgley, Phelps & Bell’s McDonald's MCD Stock Holding History

Badgley, Phelps & Bell’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
Q2 		$15.4M Buy
66,744
+3,160
+5% +$735K 0.57% 59
2021
Q1 		$14.3M Sell
63,584
-3,127
-5% -$669K 0.59% 59
2020
Q4 		$14.3M Buy
66,711
+2,275
+4% +$495K 0.62% 58
2020
Q3 		$14.1M Sell
64,436
-24,589
-28% -$5.05M 0.7% 53
2020
Q2 		$16.4M Buy
89,025
+2,629
+3% +$482K 0.9% 41
2020
Q1 		$14.3M Sell
86,396
-455
-0.5% -$89.6K 0.94% 38
2019
Q4 		$17.2M Buy
86,851
+1,352
+2% +$268K 0.9% 42
2019
Q3 		$18.4M Buy
85,499
+3,239
+4% +$694K 1.05% 30
2019
Q2 		$17.1M Buy
82,260
+344
+0.4% +$68.1K 1% 35
2019
Q1 		$15.6M Buy
81,916
+4,468
+6% +$811K 0.94% 35
2018
Q4 		$13.8M Buy
77,448
+18,745
+32% +$3.32M 0.99% 34
2018
Q3 		$9.82M Buy
58,703
+53,965
+1,139% +$8.65M 0.6% 73
2018
Q2 		$742K Sell
4,738
-712
-13% -$115K 0.05% 126
2018
Q1 		$852K Buy
5,450
+132
+2% +$21.7K 0.06% 119
2017
Q4 		$915K Buy
5,318
+2,508
+89% +$421K 0.06% 119
2017
Q3 		$440K Hold
2,810
– – 0.03% 128
2017
Q2 		$430K Hold
2,810
– – 0.03% 129
2017
Q1 		$364K Buy
2,810
+99
+4% +$12.4K 0.03% 130
2016
Q4 		$330K Sell
2,711
-232
-8% -$27.2K 0.03% 133
2016
Q3 		$340K Sell
2,943
-353
-11% -$41.8K 0.03% 128
2016
Q2 		$397K Buy
3,296
+356
+12% +$44.6K 0.04% 127
2016
Q1 		$370K Buy
2,940
+970
+49% +$116K 0.03% 127
2015
Q4 		$233K Sell
1,970
-419
-18% -$46.9K 0.02% 133
2015
Q3 		$235K Buy
+2,389
New +$233K 0.02% 126

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

Badgley, Phelps & Bell's MCD Position: Q2 2021 in Review

Badgley, Phelps & Bell increased its McDonald's (MCD) stake by 5% in Q2 2021, buying an estimated $735K and bringing the position to 66,744 shares worth $15.4M. The position accounts for 0.57% of the portfolio, ranked #59.

Badgley, Phelps & Bell first reported a position in MCD in Q3 2015 and has held it in 24 quarters since. The position peaked at $18.4M in Q3 2019. 2,526 funds tracked by Wall St. Rank hold MCD as of Q2 2021.

  • Badgley, Phelps & Bell held 66,744 shares of McDonald's worth $15.4M as of Q2 2021.
  • Badgley, Phelps & Bell bought 3,160 McDonald's shares in Q2 2021, an estimated $735K.
  • McDonald's made up 0.57% of Badgley, Phelps & Bell's portfolio in Q2 2021, its #59 holding.
  • Badgley, Phelps & Bell first reported a position in McDonald's in Q3 2015 and has held it in 24 quarters since.
  • Badgley, Phelps & Bell's McDonald's position peaked at $18.4M in Q3 2019.
  • 2,526 funds tracked by Wall St. Rank held McDonald's as of Q2 2021.

Based on Badgley, Phelps & Bell's 13F filing for Q2 2021, filed 28 Jul 2021.