Bowling Portfolio Management’s McDonald's MCD Stock Holding History

Bowling Portfolio 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 Q3	$1M	Sell	4,351 -492	-10%	-$126K	0.28%	123
2022 Q2	$1.2M	Buy	4,843 +977	+25%	+$241K	0.3%	116
2022 Q1	$956K	Buy	+3,866	New	+$963K	0.21%	138
2013 Q3	–	Sell	-12,008	Closed	-$1.19M	–	114
2013 Q2	$1.19M	Buy	+12,008	New	+$1.2M	0.35%	88

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

Bowling Portfolio Management's MCD Position: Q3 2022 in Review

Bowling Portfolio Management reduced its McDonald's (MCD) stake by 10% in Q3 2022, selling an estimated $126K and leaving 4,351 shares worth $1M. The position accounts for 0.28% of the portfolio, ranked #123.

Bowling Portfolio Management first reported a position in MCD in Q2 2013 and has held it in 4 quarters since. The position peaked at $1.2M in Q2 2022. 2,696 funds tracked by Wall St. Rank hold MCD as of Q3 2022.

Bowling Portfolio Management held 4,351 shares of McDonald's worth $1M as of Q3 2022.
Bowling Portfolio Management sold 492 McDonald's shares in Q3 2022, an estimated $126K.
McDonald's made up 0.28% of Bowling Portfolio Management's portfolio in Q3 2022, its #123 holding.
Bowling Portfolio Management first reported a position in McDonald's in Q2 2013 and has held it in 4 quarters since.
Bowling Portfolio Management's McDonald's position peaked at $1.2M in Q2 2022.
2,696 funds tracked by Wall St. Rank held McDonald's as of Q3 2022.

Based on Bowling Portfolio Management's 13F filing for Q3 2022, filed 4 Oct 2022.