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

Barometer 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	-6,263	Closed	-$1.68M	–	143
2021 Q4	$1.68M	Buy	+6,263	New	+$1.58M	0.28%	56
2019 Q4	–	Sell	-37,035	Closed	-$7.95M	–	159
2019 Q3	$7.95M	Sell	37,035 -8,500	-19%	-$1.82M	0.86%	42
2019 Q2	$9.46M	Buy	+45,535	New	+$9.02M	1.23%	32
2019 Q1	–	Sell	-79,500	Closed	-$14.1M	–	154
2018 Q4	$14.1M	Buy	+79,500	New	+$14.1M	2.88%	9
2018 Q1	–	Sell	-82,128	Closed	-$14.1M	–	166
2017 Q4	$14.1M	Buy	82,128 +19,578	+31%	+$3.29M	1.28%	29
2017 Q3	$9.8M	Buy	62,550 +56,400	+917%	+$8.84M	0.95%	37
2017 Q2	$942K	Buy	+6,150	New	+$889K	0.1%	119
2016 Q3	–	Sell	-4,400	Closed	-$529K	–	161
2016 Q2	$529K	Sell	4,400 -217,500	-98%	-$27.2M	0.05%	128
2016 Q1	$27.9M	Sell	221,900 -39,700	-15%	-$4.74M	2.73%	7
2015 Q4	$30.9M	Buy	+261,600	New	+$29.3M	2.99%	8

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

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

Barometer Capital Management sold out of McDonald's (MCD) in Q1 2022, closing a stake of 6,263 shares — an estimated $1.68M sold.

Barometer Capital Management first reported a position in MCD in Q4 2015 and held it in 10 quarters. The position peaked at $30.9M in Q4 2015. 2,734 funds tracked by Wall St. Rank hold MCD as of Q1 2022.

Barometer Capital Management reported no remaining McDonald's position as of Q1 2022 after selling out during the quarter.
Barometer Capital Management sold 6,263 McDonald's shares in Q1 2022, an estimated $1.68M.
Barometer Capital Management first reported a position in McDonald's in Q4 2015 and held it in 10 quarters.
Barometer Capital Management's McDonald's position peaked at $30.9M in Q4 2015.
2,734 funds tracked by Wall St. Rank held McDonald's as of Q1 2022.

Based on Barometer Capital Management's 13F filing for Q1 2022, filed 13 May 2022.