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Bell Rock Capital’s McDonald's MCD Stock Holding History

Bell Rock Capital’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
Q3 		$1.94M Buy
8,420
+5,161
+158% +$1.32M 2.4% 10
2022
Q2 		$805K Sell
3,259
-4,742
-59% -$1.17M 0.63% 13
2022
Q1 		$1.99M Sell
8,001
-1,253
-14% -$312K 1.86% 14
2021
Q4 		$2.48M Buy
+9,254
New +$2.34M 1.83% 12
2020
Q3 		$2.35M Sell
10,693
-555
-5% -$114K 2.85% 6
2020
Q2 		$2.08M Sell
11,248
-97
-0.9% -$17.8K 2.69% 10
2020
Q1 		$1.88M Buy
11,345
+824
+8% +$162K 2.91% 8
2019
Q4 		$2.08M Sell
10,521
-722
-6% -$143K 1.79% 11
2019
Q3 		$2.41M Buy
11,243
+3,772
+50% +$809K 2.14% 7
2019
Q2 		$1.55M Sell
7,471
-2,012
-21% -$399K 1.36% 18
2019
Q1 		$1.8M Buy
9,483
+122
+1% +$22.1K 1.03% 26
2018
Q4 		$1.67M Buy
9,361
+831
+10% +$147K 1.12% 23
2018
Q3 		$1.43M Sell
8,530
-2,225
-21% -$357K 0.7% 43
2018
Q2 		$1.69M Sell
10,755
-252
-2% -$40.9K 0.85% 39
2018
Q1 		$1.72M Buy
11,007
+927
+9% +$153K 0.91% 35
2017
Q4 		$1.82M Sell
10,080
-406
-4% -$68.2K 0.98% 31
2017
Q3 		$1.64M Sell
10,486
-717
-6% -$112K 0.94% 35
2017
Q2 		$1.72M Buy
11,203
+2,846
+34% +$411K 1.06% 27
2017
Q1 		$1.08M Buy
8,357
+347
+4% +$43.5K 1% 22
2016
Q4 		$975K Buy
+8,010
New +$939K 1.03% 24

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Bell Rock Capital's MCD Position: Q3 2022 in Review

Bell Rock Capital increased its McDonald's (MCD) stake by 158% in Q3 2022, buying an estimated $1.32M and bringing the position to 8,420 shares worth $1.94M. The position accounts for 2.4% of the portfolio, ranked #10.

Bell Rock Capital first reported a position in MCD in Q4 2016 and has held it in 20 quarters since. The position peaked at $2.48M in Q4 2021. 2,695 funds tracked by Wall St. Rank hold MCD as of Q3 2022.

  • Bell Rock Capital held 8,420 shares of McDonald's worth $1.94M as of Q3 2022.
  • Bell Rock Capital bought 5,161 McDonald's shares in Q3 2022, an estimated $1.32M.
  • McDonald's made up 2.4% of Bell Rock Capital's portfolio in Q3 2022, its #10 holding.
  • Bell Rock Capital first reported a position in McDonald's in Q4 2016 and has held it in 20 quarters since.
  • Bell Rock Capital's McDonald's position peaked at $2.48M in Q4 2021.
  • 2,695 funds tracked by Wall St. Rank held McDonald's as of Q3 2022.

Based on Bell Rock Capital's 13F filing for Q3 2022, filed 28 Oct 2022.