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Bivin & Associates’s McDonald's MCD Stock Holding History

Bivin & Associates’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
Q2 		$960K Sell
3,887
-418
-10% -$103K 1.03% 23
2022
Q1 		$1.06M Sell
4,305
-156
-3% -$38.9K 0.97% 35
2021
Q4 		$1.2M Buy
+4,461
New +$1.13M 1.04% 22

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
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

Bivin & Associates's MCD Position: Q2 2022 in Review

Bivin & Associates reduced its McDonald's (MCD) stake by 9.7% in Q2 2022, selling an estimated $103K and leaving 3,887 shares worth $960K. The position accounts for 1.03% of the portfolio, ranked #23.

Bivin & Associates first reported a position in MCD in Q4 2021 and has held it in 3 quarters since. The position peaked at $1.2M in Q4 2021. 2,719 funds tracked by Wall St. Rank hold MCD as of Q2 2022.

  • Bivin & Associates held 3,887 shares of McDonald's worth $960K as of Q2 2022.
  • Bivin & Associates sold 418 McDonald's shares in Q2 2022, an estimated $103K.
  • McDonald's made up 1.03% of Bivin & Associates's portfolio in Q2 2022, its #23 holding.
  • Bivin & Associates first reported a position in McDonald's in Q4 2021 and has held it in 3 quarters since.
  • Bivin & Associates's McDonald's position peaked at $1.2M in Q4 2021.
  • 2,719 funds tracked by Wall St. Rank held McDonald's as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.