Cascadia Advisory Services’s McDonald's MCD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$296K Buy
+1,229
New +$293K 0.06% 212
2021
Q2
Sell
-924
Closed -$207K 252
2021
Q1
$207K Buy
+924
New +$198K 0.05% 220

Other funds holding MCD

Cascadia Advisory Services's MCD Position: Q3 2021 in Review

Cascadia Advisory Services opened a new position in McDonald's (MCD) in Q3 2021: 1,229 shares worth $296K. The stake represents 0.06% of the portfolio and ranks #212 among its holdings. This is a return to the name: Cascadia Advisory Services previously reported a position in MCD as recently as Q1 2021.

Cascadia Advisory Services first reported a position in MCD in Q1 2021 and has held it in 2 quarters since. 2,518 funds tracked by Wall St. Rank hold MCD as of Q3 2021.

  • Cascadia Advisory Services held 1,229 shares of McDonald's worth $296K as of Q3 2021.
  • McDonald's was a new Cascadia Advisory Services position in Q3 2021.
  • McDonald's made up 0.06% of Cascadia Advisory Services's portfolio in Q3 2021, its #212 holding.
  • Cascadia Advisory Services first reported a position in McDonald's in Q1 2021 and has held it in 2 quarters since.
  • 2,518 funds tracked by Wall St. Rank held McDonald's as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.