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Chapman Investment Management’s McDonald's MCD Stock Holding History

Chapman Investment Management’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 		– Sell
-944
Closed -$228K – 53
2021
Q3 		$228K Buy
+944
New +$225K 0.12% 44

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Chapman Investment Management's MCD Position: Q4 2021 in Review

Chapman Investment Management sold out of McDonald's (MCD) in Q4 2021, closing a stake of 944 shares — an estimated $228K sold.

Chapman Investment Management first reported a position in MCD in Q3 2021 and held it in 1 quarter. The position peaked at $228K in Q3 2021. 2,795 funds tracked by Wall St. Rank hold MCD as of Q4 2021.

  • Chapman Investment Management reported no remaining McDonald's position as of Q4 2021 after selling out during the quarter.
  • Chapman Investment Management sold 944 McDonald's shares in Q4 2021, an estimated $228K.
  • Chapman Investment Management first reported a position in McDonald's in Q3 2021 and held it in 1 quarter.
  • Chapman Investment Management's McDonald's position peaked at $228K in Q3 2021.
  • 2,795 funds tracked by Wall St. Rank held McDonald's as of Q4 2021.

Based on Chapman Investment Management's 13F filing for Q4 2021, filed 20 Jan 2022.