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Berman Capital Advisors’s McDonald's MCD Stock Holding History

Berman Capital 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
Q3 		$682K Buy
2,834
+811
+40% +$194K 0.11% 102
2021
Q2 		$467K Buy
2,023
+447
+28% +$104K 0.07% 123
2021
Q1 		$353K Buy
1,576
+250
+19% +$53.5K 0.07% 127
2020
Q4 		$284K Buy
1,326
+86
+7% +$18.7K 0.07% 128
2020
Q3 		$271K Sell
1,240
-253
-17% -$51.9K 0.08% 120
2020
Q2 		$274K Buy
1,493
+348
+30% +$63.8K 0.07% 107
2020
Q1 		$187K Buy
1,145
+173
+18% +$34.1K 0.06% 125
2019
Q4 		$191K Sell
972
-17
-2% -$3.37K 0.06% 142
2019
Q3 		$212K Sell
989
-85
-8% -$18.2K 0.07% 123
2019
Q2 		$222K Buy
1,074
+186
+21% +$36.8K 0.07% 122
2019
Q1 		$166K Buy
888
+236
+36% +$42.8K 0.06% 142
2018
Q4 		$115K Buy
+652
New +$116K 0.05% 162

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

Berman Capital Advisors's MCD Position: Q3 2021 in Review

Berman Capital Advisors increased its McDonald's (MCD) stake by 40% in Q3 2021, buying an estimated $194K and bringing the position to 2,834 shares worth $682K. The position accounts for 0.11% of the portfolio, ranked #102.

Berman Capital Advisors first reported a position in MCD in Q4 2018 and has held it in 12 quarters since. 2,518 funds tracked by Wall St. Rank hold MCD as of Q3 2021.

  • Berman Capital Advisors held 2,834 shares of McDonald's worth $682K as of Q3 2021.
  • Berman Capital Advisors bought 811 McDonald's shares in Q3 2021, an estimated $194K.
  • McDonald's made up 0.11% of Berman Capital Advisors's portfolio in Q3 2021, its #102 holding.
  • Berman Capital Advisors first reported a position in McDonald's in Q4 2018 and has held it in 12 quarters since.
  • 2,518 funds tracked by Wall St. Rank held McDonald's as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.