Emerson Wealth’s McDonald's MCD Stock Holding History

Emerson Wealth’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	-18	Closed	-$4K	–	53
2021 Q3	$4K	Hold	18	–	–	﹤0.01%	38
2021 Q2	$4K	Sell	18 -100	-85%	-$23.3K	﹤0.01%	38
2021 Q1	$26K	Buy	+118	New	+$25.2K	0.02%	33

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

Emerson Wealth's MCD Position: Q4 2021 in Review

Emerson Wealth sold out of McDonald's (MCD) in Q4 2021, closing a stake of 18 shares — an estimated $4K sold.

Emerson Wealth first reported a position in MCD in Q1 2021 and held it in 3 quarters. The position peaked at $26K in Q1 2021. 2,795 funds tracked by Wall St. Rank hold MCD as of Q4 2021.

Emerson Wealth reported no remaining McDonald's position as of Q4 2021 after selling out during the quarter.
Emerson Wealth sold 18 McDonald's shares in Q4 2021, an estimated $4K.
Emerson Wealth first reported a position in McDonald's in Q1 2021 and held it in 3 quarters.
Emerson Wealth's McDonald's position peaked at $26K in Q1 2021.
2,795 funds tracked by Wall St. Rank held McDonald's as of Q4 2021.

Based on Emerson Wealth's 13F filing for Q4 2021, filed 9 Feb 2022.