C WorldWide Group’s McDonald's MCD Stock Holding History

C WorldWide 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 Q4	–	Sell	-5,709	Closed	-$1.38M	–	95
2021 Q3	$1.38M	Hold	5,709	–	–	0.01%	78
2021 Q2	$1.32M	Sell	5,709 -336	-6%	-$78.2K	0.01%	78
2021 Q1	$1.35M	Buy	+6,045	New	+$1.29M	0.01%	83
2019 Q1	–	Sell	-3,972	Closed	-$705K	–	121
2018 Q4	$705K	Sell	3,972 -3,523	-47%	-$625K	0.01%	108
2018 Q3	$1.25M	Buy	+7,495	New	+$1.2M	0.02%	106
2014 Q4	–	Sell	-30,000	Closed	-$2.85M	–	136
2014 Q3	$2.85M	Buy	+30,000	New	+$2.86M	0.04%	67

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

C WorldWide Group's MCD Position: Q4 2021 in Review

C WorldWide Group sold out of McDonald's (MCD) in Q4 2021, closing a stake of 5,709 shares — an estimated $1.38M sold.

C WorldWide Group first reported a position in MCD in Q3 2014 and held it in 6 quarters. The position peaked at $2.85M in Q3 2014. 2,795 funds tracked by Wall St. Rank hold MCD as of Q4 2021.

C WorldWide Group reported no remaining McDonald's position as of Q4 2021 after selling out during the quarter.
C WorldWide Group sold 5,709 McDonald's shares in Q4 2021, an estimated $1.38M.
C WorldWide Group first reported a position in McDonald's in Q3 2014 and held it in 6 quarters.
C WorldWide Group's McDonald's position peaked at $2.85M in Q3 2014.
2,795 funds tracked by Wall St. Rank held McDonald's as of Q4 2021.

Based on C WorldWide Group's 13F filing for Q4 2021, filed 2 Feb 2022.