Brewin Dolphin Wealth Management’s McDonald's MCD Stock Holding History

Brewin Dolphin Wealth 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 Q2	$1.17M	Hold	4,725	–	–	0.13%	67
2022 Q1	$1.17M	Hold	4,725	–	–	0.13%	70
2021 Q4	$1.27M	Sell	4,725 -135	-3%	-$34.1K	0.14%	70
2021 Q3	$1.17M	Hold	4,860	–	–	0.13%	71
2021 Q2	$1.12M	Buy	4,860 +175	+4%	+$40.7K	0.14%	71
2021 Q1	$1.05M	Buy	4,685 +148	+3%	+$31.7K	0.16%	65
2020 Q4	$974K	Hold	4,537	–	–	0.16%	63
2020 Q3	$996K	Buy	4,537 +32	+0.7%	+$6.57K	0.18%	61
2020 Q2	$831K	Buy	4,505 +1,430	+47%	+$262K	0.18%	63
2020 Q1	$508K	Sell	3,075 -55	-2%	-$10.8K	0.27%	45
2019 Q4	$619K	Sell	3,130 -142	-4%	-$28.2K	0.29%	49
2019 Q3	$703K	Hold	3,272	–	–	0.36%	40
2019 Q2	$679K	Hold	3,272	–	–	0.35%	40
2019 Q1	$621K	Hold	3,272	–	–	0.34%	45
2018 Q4	$581K	Hold	3,272	–	–	0.35%	42
2018 Q3	$547K	Hold	3,272	–	–	0.29%	51
2018 Q2	$513K	Hold	3,272	–	–	0.3%	50
2018 Q1	$512K	Buy	3,272 +667	+26%	+$110K	0.32%	49
2017 Q4	$448K	Buy	2,605 +480	+23%	+$80.6K	0.29%	53
2017 Q3	$333K	Buy	+2,125	New	+$333K	0.23%	54

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

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

Brewin Dolphin Wealth Management's MCD Position: Q2 2022 in Review

Brewin Dolphin Wealth Management held its McDonald's (MCD) position steady in Q2 2022 at 4,725 shares worth $1.17M. The position accounts for 0.13% of the portfolio, ranked #67.

Brewin Dolphin Wealth Management first reported a position in MCD in Q3 2017 and has held it in 20 quarters since. The position peaked at $1.27M in Q4 2021. 2,718 funds tracked by Wall St. Rank hold MCD as of Q2 2022.

Brewin Dolphin Wealth Management held 4,725 shares of McDonald's worth $1.17M as of Q2 2022.
Brewin Dolphin Wealth Management left its McDonald's share count unchanged in Q2 2022.
McDonald's made up 0.13% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #67 holding.
Brewin Dolphin Wealth Management first reported a position in McDonald's in Q3 2017 and has held it in 20 quarters since.
Brewin Dolphin Wealth Management's McDonald's position peaked at $1.27M in Q4 2021.
2,718 funds tracked by Wall St. Rank held McDonald's as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.