Carroll Investors’s McDonald's MCD Stock Holding History

Carroll Investors’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	-45	Closed	-$11K	–	105
2022 Q1	$11K	Hold	45	–	–	0.01%	125
2021 Q4	$12K	Buy	+45	New	+$11.4K	0.01%	142

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

Carroll Investors's MCD Position: Q2 2022 in Review

Carroll Investors sold out of McDonald's (MCD) in Q2 2022, closing a stake of 45 shares — an estimated $11K sold.

Carroll Investors first reported a position in MCD in Q4 2021 and held it in 2 quarters. The position peaked at $12K in Q4 2021. 2,718 funds tracked by Wall St. Rank hold MCD as of Q2 2022.

Carroll Investors reported no remaining McDonald's position as of Q2 2022 after selling out during the quarter.
Carroll Investors sold 45 McDonald's shares in Q2 2022, an estimated $11K.
Carroll Investors first reported a position in McDonald's in Q4 2021 and held it in 2 quarters.
Carroll Investors's McDonald's position peaked at $12K in Q4 2021.
2,718 funds tracked by Wall St. Rank held McDonald's as of Q2 2022.

Based on Carroll Investors's 13F filing for Q2 2022, filed 26 Jul 2022.