Barnett & Company’s McDonald's MCD Stock Holding History

Barnett & Company’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	-123	Closed	-$33K	–	192
2021 Q4	$33K	Buy	123 +30	+32%	+$7.58K	0.02%	153
2021 Q3	$22K	Hold	93	–	–	0.02%	152
2021 Q2	$21K	Hold	93	–	–	0.01%	178
2021 Q1	$21K	Hold	93	–	–	0.01%	212
2020 Q4	$19K	Hold	93	–	–	0.01%	215
2020 Q3	$20K	Hold	93	–	–	0.01%	206
2020 Q2	$17K	Hold	93	–	–	0.01%	195
2020 Q1	$15K	Hold	93	–	–	0.01%	211
2019 Q4	$18K	Hold	93	–	–	0.01%	251
2019 Q3	$20K	Hold	93	–	–	0.01%	221
2019 Q2	$19K	Hold	93	–	–	0.01%	215
2019 Q1	$18K	Hold	93	–	–	0.01%	235
2018 Q4	$17K	Hold	93	–	–	0.01%	243
2018 Q3	$16K	Hold	93	–	–	0.01%	264
2018 Q2	$15K	Hold	93	–	–	0.01%	247
2018 Q1	$15K	Hold	93	–	–	0.01%	250
2017 Q4	$16K	Hold	93	–	–	0.01%	258
2017 Q3	$15K	Hold	93	–	–	0.01%	257
2017 Q2	$14K	Hold	93	–	–	0.01%	286
2017 Q1	$12K	Hold	93	–	–	0.01%	281
2016 Q4	$11K	Hold	93	–	–	0.01%	312
2016 Q3	$11K	Hold	93	–	–	0.01%	327
2016 Q2	$11K	Hold	93	–	–	0.01%	313
2016 Q1	$12K	Buy	+93	New	+$11.1K	0.01%	321
2014 Q4	–	Sell	-2,509	Closed	-$238K	–	183
2014 Q3	$238K	Hold	2,509	–	–	0.1%	169
2014 Q2	$253K	Hold	2,509	–	–	0.11%	170
2014 Q1	$246K	Buy	+2,509	New	+$240K	0.11%	173
2013 Q4	–	Sell	-2,211	Closed	-$213K	–	191
2013 Q3	$213K	Sell	2,211 -764	-26%	-$74.6K	0.11%	172
2013 Q2	$295K	Buy	+2,975	New	+$298K	0.16%	143

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

Barnett & Company's MCD Position: Q1 2022 in Review

Barnett & Company sold out of McDonald's (MCD) in Q1 2022, closing a stake of 123 shares — an estimated $33K sold.

Barnett & Company first reported a position in MCD in Q2 2013 and held it in 29 quarters. The position peaked at $295K in Q2 2013. 2,734 funds tracked by Wall St. Rank hold MCD as of Q1 2022.

Barnett & Company reported no remaining McDonald's position as of Q1 2022 after selling out during the quarter.
Barnett & Company sold 123 McDonald's shares in Q1 2022, an estimated $33K.
Barnett & Company first reported a position in McDonald's in Q2 2013 and held it in 29 quarters.
Barnett & Company's McDonald's position peaked at $295K in Q2 2013.
2,734 funds tracked by Wall St. Rank held McDonald's as of Q1 2022.

Based on Barnett & Company's 13F filing for Q1 2022, filed 28 Apr 2022.