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

Baldrige 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 Q1	–	Sell	-160	Closed	-$43K	–	336
2021 Q4	$43K	Sell	160 -22	-12%	-$5.55K	0.02%	180
2021 Q3	$44K	Sell	182 -23	-11%	-$5.49K	0.02%	171
2021 Q2	$47K	Buy	+205	New	+$47.7K	0.02%	170
2019 Q3	–	Sell	-415	Closed	-$86K	–	82
2019 Q2	$86K	Hold	415	–	–	0.08%	69
2019 Q1	$79K	Buy	+415	New	+$75.3K	0.08%	67

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

Baldrige Asset Management's MCD Position: Q1 2022 in Review

Baldrige Asset Management sold out of McDonald's (MCD) in Q1 2022, closing a stake of 160 shares — an estimated $43K sold.

Baldrige Asset Management first reported a position in MCD in Q1 2019 and held it in 5 quarters. The position peaked at $86K in Q2 2019. 2,734 funds tracked by Wall St. Rank hold MCD as of Q1 2022.

Baldrige Asset Management reported no remaining McDonald's position as of Q1 2022 after selling out during the quarter.
Baldrige Asset Management sold 160 McDonald's shares in Q1 2022, an estimated $43K.
Baldrige Asset Management first reported a position in McDonald's in Q1 2019 and held it in 5 quarters.
Baldrige Asset Management's McDonald's position peaked at $86K in Q2 2019.
2,734 funds tracked by Wall St. Rank held McDonald's as of Q1 2022.

Based on Baldrige Asset Management's 13F filing for Q1 2022, filed 26 Apr 2022.