Brand Asset Management Group’s McDonald's MCD Stock Holding History

Brand Asset Management 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
2021 Q3	–	Sell	-948	Closed	-$219K	–	79
2021 Q2	$219K	Buy	948 +28	+3%	+$6.52K	0.11%	73
2021 Q1	$206K	Hold	920	–	–	0.1%	74
2020 Q4	$197K	Hold	920	–	–	0.11%	70
2020 Q3	$202K	Sell	920 -100	-10%	-$20.5K	0.13%	66
2020 Q2	$188K	Hold	1,020	–	–	0.12%	65
2020 Q1	$169K	Hold	1,020	–	–	0.12%	64
2019 Q4	$202K	Hold	1,020	–	–	0.13%	66
2019 Q3	$219K	Hold	1,020	–	–	0.15%	62
2019 Q2	$212K	Hold	1,020	–	–	0.14%	63
2019 Q1	$194K	Hold	1,020	–	–	0.13%	63
2018 Q4	$181K	Hold	1,020	–	–	0.14%	58
2018 Q3	$171K	Hold	1,020	–	–	0.13%	64
2018 Q2	$160K	Buy	+1,020	New	+$165K	0.12%	68

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

Brand Asset Management Group's MCD Position: Q3 2021 in Review

Brand Asset Management Group sold out of McDonald's (MCD) in Q3 2021, closing a stake of 948 shares — an estimated $219K sold.

Brand Asset Management Group first reported a position in MCD in Q2 2018 and held it in 13 quarters. The position peaked at $219K in Q2 2021. 2,517 funds tracked by Wall St. Rank hold MCD as of Q3 2021.

Brand Asset Management Group reported no remaining McDonald's position as of Q3 2021 after selling out during the quarter.
Brand Asset Management Group sold 948 McDonald's shares in Q3 2021, an estimated $219K.
Brand Asset Management Group first reported a position in McDonald's in Q2 2018 and held it in 13 quarters.
Brand Asset Management Group's McDonald's position peaked at $219K in Q2 2021.
2,517 funds tracked by Wall St. Rank held McDonald's as of Q3 2021.

Based on Brand Asset Management Group's 13F filing for Q3 2021, filed 3 Nov 2021.