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Bel Air Investment Advisors’s McDonald's MCD Stock Holding History

Bel Air Investment Advisors’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 		$774K Sell
3,350
-33,212
-91% -$7.73M 0.02% 206
2021
Q1 		$8.2M Buy
+36,562
New +$7.82M 0.26% 64
2013
Q3 		$20.5M Buy
213,099
+2,300
+1% +$225K 2.87% 16
2013
Q2 		$20.9M Buy
+210,799
New +$21.1M 3.06% 14

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

Bel Air Investment Advisors's MCD Position: Q2 2021 in Review

Bel Air Investment Advisors reduced its McDonald's (MCD) stake by 91% in Q2 2021, selling an estimated $7.73M and leaving 3,350 shares worth $774K. The position accounts for 0.02% of the portfolio, ranked #206.

Bel Air Investment Advisors first reported a position in MCD in Q2 2013 and has held it in 4 quarters since. The position peaked at $20.9M in Q2 2013. 2,526 funds tracked by Wall St. Rank hold MCD as of Q2 2021.

  • Bel Air Investment Advisors held 3,350 shares of McDonald's worth $774K as of Q2 2021.
  • Bel Air Investment Advisors sold 33,212 McDonald's shares in Q2 2021, an estimated $7.73M.
  • McDonald's made up 0.02% of Bel Air Investment Advisors's portfolio in Q2 2021, its #206 holding.
  • Bel Air Investment Advisors first reported a position in McDonald's in Q2 2013 and has held it in 4 quarters since.
  • Bel Air Investment Advisors's McDonald's position peaked at $20.9M in Q2 2013.
  • 2,526 funds tracked by Wall St. Rank held McDonald's as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.