Blue Square Asset Management’s McDonald's MCD Stock Holding History

Blue Square Asset Management’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 Q1	–	Sell	-4,743	Closed	-$1.27M	–	76
2021 Q4	$1.27M	Buy	4,743 +39	+0.8%	+$9.85K	0.79%	38
2021 Q3	$1.13M	Buy	4,704 +109	+2%	+$26K	0.71%	43
2021 Q2	$1.06M	Buy	4,595 +387	+9%	+$90.1K	0.65%	42
2021 Q1	$943K	Buy	4,208 +192	+5%	+$41.1K	0.6%	52
2020 Q4	$862K	Sell	4,016 -1,391	-26%	-$302K	0.58%	51
2020 Q3	$1.19M	Buy	5,407 +970	+22%	+$199K	0.82%	35
2020 Q2	$818K	Sell	4,437 -1,052	-19%	-$193K	0.56%	40
2020 Q1	$908K	Buy	+5,489	New	+$1.08M	0.84%	32

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Blue Square Asset Management's MCD Position: Q1 2022 in Review

Blue Square Asset Management sold out of McDonald's (MCD) in Q1 2022, closing a stake of 4,743 shares — an estimated $1.27M sold.

Blue Square Asset Management first reported a position in MCD in Q1 2020 and held it in 8 quarters. The position peaked at $1.27M in Q4 2021. 2,734 funds tracked by Wall St. Rank hold MCD as of Q1 2022.

Blue Square Asset Management reported no remaining McDonald's position as of Q1 2022 after selling out during the quarter.
Blue Square Asset Management sold 4,743 McDonald's shares in Q1 2022, an estimated $1.27M.
Blue Square Asset Management first reported a position in McDonald's in Q1 2020 and held it in 8 quarters.
Blue Square Asset Management's McDonald's position peaked at $1.27M in Q4 2021.
2,734 funds tracked by Wall St. Rank held McDonald's as of Q1 2022.

Based on Blue Square Asset Management's 13F filing for Q1 2022, filed 2 May 2022.