Breiter Capital Management’s McDonald's MCD Stock Holding History

Breiter Capital 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	$316K	Hold	1,277	–	–	0.16%	110
2021 Q4	$342K	Sell	1,277 -1,058	-45%	-$267K	0.17%	104
2021 Q3	$563K	Hold	2,335	–	–	0.32%	77
2021 Q2	$539K	Buy	+2,335	New	+$543K	0.29%	77
2021 Q1	–	Sell	-2,258	Closed	-$485K	–	88
2020 Q4	$485K	Hold	2,258	–	–	0.34%	75
2020 Q3	$496K	Hold	2,258	–	–	0.4%	69
2020 Q2	$417K	Hold	2,258	–	–	0.39%	68
2020 Q1	$373K	Buy	2,258 +1,200	+113%	+$236K	0.44%	68
2019 Q4	$209K	Hold	1,058	–	–	0.23%	81
2019 Q3	$227K	Hold	1,058	–	–	0.3%	76
2019 Q2	$220K	Buy	+1,058	New	+$210K	0.29%	75
2018 Q1	–	Sell	-1,390	Closed	-$239K	–	124
2017 Q4	$239K	Buy	+1,390	New	+$233K	0.34%	98

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

Breiter Capital Management's MCD Position: Q1 2022 in Review

Breiter Capital Management held its McDonald's (MCD) position steady in Q1 2022 at 1,277 shares worth $316K. The position accounts for 0.16% of the portfolio, ranked #110.

Breiter Capital Management first reported a position in MCD in Q4 2017 and has held it in 12 quarters since. The position peaked at $563K in Q3 2021. 2,734 funds tracked by Wall St. Rank hold MCD as of Q1 2022.

Breiter Capital Management held 1,277 shares of McDonald's worth $316K as of Q1 2022.
Breiter Capital Management left its McDonald's share count unchanged in Q1 2022.
McDonald's made up 0.16% of Breiter Capital Management's portfolio in Q1 2022, its #110 holding.
Breiter Capital Management first reported a position in McDonald's in Q4 2017 and has held it in 12 quarters since.
Breiter Capital Management's McDonald's position peaked at $563K in Q3 2021.
2,734 funds tracked by Wall St. Rank held McDonald's as of Q1 2022.

Based on Breiter Capital Management's 13F filing for Q1 2022, filed 11 May 2022.