Bruderman Asset Management’s McDonald's MCD Stock Holding History

Bruderman 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 Q2	$1M	Buy	4,054 +141	+4%	+$34.7K	1.8%	21
2022 Q1	$968K	Sell	3,913 -1,684	-30%	-$419K	1.46%	25
2021 Q4	$1.5M	Sell	5,597 -7,569	-57%	-$1.91M	1.15%	30
2021 Q3	$3.17M	Buy	13,166 +714	+6%	+$170K	0.8%	46
2021 Q2	$2.88M	Buy	12,452 +279	+2%	+$64.9K	0.89%	39
2021 Q1	$2.73M	Buy	12,173 +353	+3%	+$75.5K	0.76%	47
2020 Q4	$2.54M	Buy	11,820 +923	+8%	+$201K	0.74%	45
2020 Q3	$2.39M	Sell	10,897 -8,464	-44%	-$1.74M	0.79%	43
2020 Q2	$3.58M	Sell	19,361 -9,338	-33%	-$1.71M	1.18%	33
2020 Q1	$4.54M	Buy	28,699 +1,745	+6%	+$344K	1.8%	18
2019 Q4	$5.41M	Sell	26,954 -4,479	-14%	-$888K	1.69%	17
2019 Q3	$6.09M	Sell	31,433 -6,409	-17%	-$1.37M	1.54%	20
2019 Q2	$7.86M	Sell	37,842 -2,759	-7%	-$546K	1.85%	16
2019 Q1	$7.71M	Sell	40,601 -1,361	-3%	-$247K	1.69%	18
2018 Q4	$7.45M	Buy	41,962 +2,348	+6%	+$416K	1.92%	17
2018 Q3	$6.63M	Buy	39,614 +1,756	+5%	+$281K	1.52%	21
2018 Q2	$5.93M	Sell	37,858 -1,687	-4%	-$274K	1.44%	22
2018 Q1	$6.18M	Buy	39,545 +32	+0.1%	+$5.26K	1.48%	21
2017 Q4	$6.8M	Sell	39,513 -1,324	-3%	-$222K	1.73%	20
2017 Q3	$6.4M	Sell	40,837 -1,260	-3%	-$197K	1.66%	21
2017 Q2	$6.45M	Buy	42,097 +7,768	+23%	+$1.12M	1.72%	19
2017 Q1	$4.45M	Buy	34,329 +4,645	+16%	+$583K	1.28%	26
2016 Q4	$3.61M	Buy	29,684 +3,210	+12%	+$376K	1.09%	29
2016 Q3	$3.05M	Buy	26,474 +9,367	+55%	+$1.11M	0.91%	33
2016 Q2	$2.06M	Buy	17,107 +2,719	+19%	+$341K	0.64%	38
2016 Q1	$1.81M	Sell	14,388 -505	-3%	-$60.3K	0.63%	40
2015 Q4	$1.76M	Sell	14,893 -2,537	-15%	-$284K	0.66%	40
2015 Q3	$1.72M	Sell	17,430 -1,954	-10%	-$190K	0.68%	39
2015 Q2	$1.84M	Sell	19,384 -3,258	-14%	-$315K	0.71%	36
2015 Q1	$2.21M	Buy	+22,642	New	+$2.15M	0.86%	29

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

Bruderman Asset Management's MCD Position: Q2 2022 in Review

Bruderman Asset Management increased its McDonald's (MCD) stake by 3.6% in Q2 2022, buying an estimated $34.7K and bringing the position to 4,054 shares worth $1M. The position accounts for 1.8% of the portfolio, ranked #21.

Bruderman Asset Management first reported a position in MCD in Q1 2015 and has held it in 30 quarters since. The position peaked at $7.86M in Q2 2019. 2,718 funds tracked by Wall St. Rank hold MCD as of Q2 2022.

Bruderman Asset Management held 4,054 shares of McDonald's worth $1M as of Q2 2022.
Bruderman Asset Management bought 141 McDonald's shares in Q2 2022, an estimated $34.7K.
McDonald's made up 1.8% of Bruderman Asset Management's portfolio in Q2 2022, its #21 holding.
Bruderman Asset Management first reported a position in McDonald's in Q1 2015 and has held it in 30 quarters since.
Bruderman Asset Management's McDonald's position peaked at $7.86M in Q2 2019.
2,718 funds tracked by Wall St. Rank held McDonald's as of Q2 2022.

Based on Bruderman Asset Management's 13F filing for Q2 2022, filed 15 Aug 2022.