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Corbett Road Capital Management’s McDonald's MCD Stock Holding History

Corbett Road Capital 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
2022
Q2 		$390K Sell
1,579
-73
-4% -$18K 0.67% 58
2022
Q1 		$409K Buy
+1,652
New +$412K 0.53% 66
2020
Q1 		– Sell
-1,572
Closed -$311K – 99
2019
Q4 		$311K Buy
+1,572
New +$312K 0.31% 77

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Corbett Road Capital Management's MCD Position: Q2 2022 in Review

Corbett Road Capital Management reduced its McDonald's (MCD) stake by 4.4% in Q2 2022, selling an estimated $18K and leaving 1,579 shares worth $390K. The position accounts for 0.67% of the portfolio, ranked #58.

Corbett Road Capital Management first reported a position in MCD in Q4 2019 and has held it in 3 quarters since. The position peaked at $409K in Q1 2022. 2,720 funds tracked by Wall St. Rank hold MCD as of Q2 2022.

  • Corbett Road Capital Management held 1,579 shares of McDonald's worth $390K as of Q2 2022.
  • Corbett Road Capital Management sold 73 McDonald's shares in Q2 2022, an estimated $18K.
  • McDonald's made up 0.67% of Corbett Road Capital Management's portfolio in Q2 2022, its #58 holding.
  • Corbett Road Capital Management first reported a position in McDonald's in Q4 2019 and has held it in 3 quarters since.
  • Corbett Road Capital Management's McDonald's position peaked at $409K in Q1 2022.
  • 2,720 funds tracked by Wall St. Rank held McDonald's as of Q2 2022.

Based on Corbett Road Capital Management's 13F filing for Q2 2022, filed 10 Aug 2022.