Carl Stuart Investment Advisor’s McDonald's MCD Stock Holding History

Carl Stuart Investment Advisor’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	–	Sell	-431	Closed	-$1.06M	–	68
2022 Q1	$1.06M	Buy	+431	New	+$107K	0.08%	44

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

Carl Stuart Investment Advisor's MCD Position: Q2 2022 in Review

Carl Stuart Investment Advisor sold out of McDonald's (MCD) in Q2 2022, closing a stake of 431 shares — an estimated $1.06M sold.

Carl Stuart Investment Advisor first reported a position in MCD in Q1 2022 and held it in 1 quarter. The position peaked at $1.06M in Q1 2022. 2,719 funds tracked by Wall St. Rank hold MCD as of Q2 2022.

Carl Stuart Investment Advisor reported no remaining McDonald's position as of Q2 2022 after selling out during the quarter.
Carl Stuart Investment Advisor sold 431 McDonald's shares in Q2 2022, an estimated $1.06M.
Carl Stuart Investment Advisor first reported a position in McDonald's in Q1 2022 and held it in 1 quarter.
Carl Stuart Investment Advisor's McDonald's position peaked at $1.06M in Q1 2022.
2,719 funds tracked by Wall St. Rank held McDonald's as of Q2 2022.

Based on Carl Stuart Investment Advisor's 13F filing for Q2 2022, filed 11 Aug 2022.