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Cardan Capital Partners’s McDonald's MCD Stock Holding History

Cardan Capital Partners’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 		$832K Buy
3,450
+59
+2% +$14.1K 0.09% 132
2021
Q2 		$783K Sell
3,391
-50
-1% -$11.6K 0.09% 145
2021
Q1 		$771K Buy
3,441
+174
+5% +$37.2K 0.09% 135
2020
Q4 		$701K Hold
3,267
– – 0.09% 126
2020
Q3 		$717K Sell
3,267
-72
-2% -$14.8K 0.1% 133
2020
Q2 		$616K Buy
3,339
+240
+8% +$44K 0.09% 132
2020
Q1 		$512K Buy
3,099
+326
+12% +$64.2K 0.09% 125
2019
Q4 		$548K Sell
2,773
-875
-24% -$174K 0.07% 129
2019
Q3 		$783K Buy
+3,648
New +$782K 0.11% 118

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cardan Capital Partners's MCD Position: Q3 2021 in Review

Cardan Capital Partners increased its McDonald's (MCD) stake by 1.7% in Q3 2021, buying an estimated $14.1K and bringing the position to 3,450 shares worth $832K. The position accounts for 0.09% of the portfolio, ranked #132.

Cardan Capital Partners first reported a position in MCD in Q3 2019 and has held it in 9 quarters since. 2,518 funds tracked by Wall St. Rank hold MCD as of Q3 2021.

  • Cardan Capital Partners held 3,450 shares of McDonald's worth $832K as of Q3 2021.
  • Cardan Capital Partners bought 59 McDonald's shares in Q3 2021, an estimated $14.1K.
  • McDonald's made up 0.09% of Cardan Capital Partners's portfolio in Q3 2021, its #132 holding.
  • Cardan Capital Partners first reported a position in McDonald's in Q3 2019 and has held it in 9 quarters since.
  • 2,518 funds tracked by Wall St. Rank held McDonald's as of Q3 2021.

Based on Cardan Capital Partners's 13F filing for Q3 2021, filed 25 Oct 2021.