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Berry Group’s McDonald's MCD Stock Holding History

Berry Group’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
2020
Q4 		$1.2M Hold
5,606
– – 0.54% 42
2020
Q3 		$1.23M Buy
5,606
+1
+0% +$205 0.66% 35
2020
Q2 		$1.03M Hold
5,605
– – 0.64% 37
2020
Q1 		$927K Sell
5,605
-753
-12% -$148K 0.7% 38
2019
Q4 		$1.26M Buy
+6,358
New +$1.26M 0.68% 38

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berry Group's MCD Position: Q4 2020 in Review

Berry Group held its McDonald's (MCD) position steady in Q4 2020 at 5,606 shares worth $1.2M. The position accounts for 0.54% of the portfolio, ranked #42.

Berry Group first reported a position in MCD in Q4 2019 and has held it in 5 quarters since. The position peaked at $1.26M in Q4 2019. 2,462 funds tracked by Wall St. Rank hold MCD as of Q4 2020.

  • Berry Group held 5,606 shares of McDonald's worth $1.2M as of Q4 2020.
  • Berry Group left its McDonald's share count unchanged in Q4 2020.
  • McDonald's made up 0.54% of Berry Group's portfolio in Q4 2020, its #42 holding.
  • Berry Group first reported a position in McDonald's in Q4 2019 and has held it in 5 quarters since.
  • Berry Group's McDonald's position peaked at $1.26M in Q4 2019.
  • 2,462 funds tracked by Wall St. Rank held McDonald's as of Q4 2020.

Based on Berry Group's 13F filing for Q4 2020, filed 11 Feb 2021.