Clear Perspective Advisors’s McDonald's MCD Stock Holding History

Clear Perspective Advisors’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	$1.26M	Sell	4,692 -520	-10%	-$131K	0.38%	45
2021 Q3	$1.26M	Sell	5,212 -105	-2%	-$25.1K	0.43%	40
2021 Q2	$1.23M	Buy	5,317 +142	+3%	+$33K	0.43%	44
2021 Q1	$1.16M	Buy	5,175 +390	+8%	+$83.4K	0.45%	42
2020 Q4	$1.03M	Buy	4,785 +302	+7%	+$65.7K	0.42%	45
2020 Q3	$719	Hold	4,483	–	–	0.34%	53
2020 Q2	$827K	Sell	4,483 -1,015	-18%	-$186K	0.45%	42
2020 Q1	$909K	Buy	5,498 +2,007	+57%	+$395K	0.61%	32
2019 Q4	$690K	Sell	3,491 -601	-15%	-$119K	0.43%	56
2019 Q3	$879K	Hold	4,092	–	–	0.4%	56
2019 Q2	$850K	Hold	4,092	–	–	0.55%	47
2019 Q1	$784K	Hold	4,092	–	–	0.56%	49
2018 Q4	$727K	Sell	4,092 -96	-2%	-$17K	0.6%	47
2018 Q3	$701K	Hold	4,188	–	–	0.52%	59
2018 Q2	$656K	Sell	4,188 -78	-2%	-$12.6K	0.46%	65
2018 Q1	$667K	Sell	4,266 -15	-0.4%	-$2.47K	0.5%	55
2017 Q4	$737K	Hold	4,281	–	–	0.56%	44
2017 Q3	$671K	Sell	4,281 -10	-0.2%	-$1.57K	0.55%	44
2017 Q2	$657K	Hold	4,291	–	–	0.55%	48
2017 Q1	$556K	Hold	4,291	–	–	0.37%	58
2016 Q4	$522K	Buy	+4,291	New	+$503K	0.35%	67

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

Clear Perspective Advisors's MCD Position: Q4 2021 in Review

Clear Perspective Advisors reduced its McDonald's (MCD) stake by 10% in Q4 2021, selling an estimated $131K and leaving 4,692 shares worth $1.26M. The position accounts for 0.38% of the portfolio, ranked #45.

Clear Perspective Advisors first reported a position in MCD in Q4 2016 and has held it in 21 quarters since. 2,796 funds tracked by Wall St. Rank hold MCD as of Q4 2021.

Clear Perspective Advisors held 4,692 shares of McDonald's worth $1.26M as of Q4 2021.
Clear Perspective Advisors sold 520 McDonald's shares in Q4 2021, an estimated $131K.
McDonald's made up 0.38% of Clear Perspective Advisors's portfolio in Q4 2021, its #45 holding.
Clear Perspective Advisors first reported a position in McDonald's in Q4 2016 and has held it in 21 quarters since.
2,796 funds tracked by Wall St. Rank held McDonald's as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.