Castle Financial & Retirement Planning Associates’s McDonald's MCD Stock Holding History

Castle Financial & Retirement Planning Associates’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	$34K	Buy	+132	New	+$33.3K	0.12%	43

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

Castle Financial & Retirement Planning Associates's MCD Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in McDonald's (MCD) in Q4 2021: 132 shares worth $34K. The stake represents 0.12% of the portfolio and ranks #43 among its holdings.

2,795 funds tracked by Wall St. Rank hold MCD as of Q4 2021.

Castle Financial & Retirement Planning Associates held 132 shares of McDonald's worth $34K as of Q4 2021.
McDonald's was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
McDonald's made up 0.12% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #43 holding.
2,795 funds tracked by Wall St. Rank held McDonald's as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.