Enlightenment Research’s McDonald's MCD Stock Holding History

Enlightenment Research’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 Q3	–	Sell	-5,100	Closed	-$1.26M	–	130
2022 Q2	$1.26M	Buy	+5,100	New	+$1.26M	2.7%	8
2022 Q1	–	Sell	-2,900	Closed	-$777K	–	174
2021 Q4	$777K	Buy	+2,900	New	+$732K	1.1%	23
2021 Q3	–	Sell	-2,300	Closed	-$531K	–	176
2021 Q2	$531K	Buy	+2,300	New	+$535K	0.68%	46
2021 Q1	–	Sell	-3,100	Closed	-$665K	–	169
2020 Q4	$665K	Buy	+3,100	New	+$674K	0.94%	28
2020 Q3	–	Sell	-1,100	Closed	-$203K	–	102
2020 Q2	$203K	Buy	+1,100	New	+$202K	0.48%	65
2019 Q3	–	Sell	-2,800	Closed	-$555K	–	203
2019 Q2	$555K	Buy	+2,800	New	+$555K	0.28%	102

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

Enlightenment Research's MCD Position: Q3 2022 in Review

Enlightenment Research sold out of McDonald's (MCD) in Q3 2022, closing a stake of 5,100 shares — an estimated $1.26M sold.

Enlightenment Research first reported a position in MCD in Q2 2019 and held it in 6 quarters. The position peaked at $1.26M in Q2 2022. 2,696 funds tracked by Wall St. Rank hold MCD as of Q3 2022.

Enlightenment Research reported no remaining McDonald's position as of Q3 2022 after selling out during the quarter.
Enlightenment Research sold 5,100 McDonald's shares in Q3 2022, an estimated $1.26M.
Enlightenment Research first reported a position in McDonald's in Q2 2019 and held it in 6 quarters.
Enlightenment Research's McDonald's position peaked at $1.26M in Q2 2022.
2,696 funds tracked by Wall St. Rank held McDonald's as of Q3 2022.

Based on Enlightenment Research's 13F filing for Q3 2022, filed 15 Nov 2022.