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Evolution Wealth Advisors’s McDonald's MCD Stock Holding History

Evolution Wealth 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
2022
Q1 		– Sell
-826
Closed -$221 – 135
2021
Q4 		$221 Sell
826
-1
-0.1% -$252 0.03% 121
2021
Q3 		$199K Buy
827
+116
+16% +$27.7K 0.04% 112
2021
Q2 		$164K Sell
711
-1
-0.1% -$233 0.03% 135
2021
Q1 		$160K Hold
712
– – 0.04% 117
2020
Q4 		$153K Sell
712
-32
-4% -$6.96K 0.03% 113
2020
Q3 		$163K Sell
744
-388
-34% -$79.7K 0.04% 113
2020
Q2 		$209K Buy
1,132
+1,072
+1,787% +$197K 0.07% 78
2020
Q1 		$10K Sell
60
-205
-77% -$40.4K ﹤0.01% 211
2019
Q4 		$52K Buy
265
+200
+308% +$39.7K 0.01% 147
2019
Q3 		$14K Sell
65
-30
-32% -$6.43K 0.01% 138
2019
Q2 		$20K Buy
+95
New +$18.8K 0.01% 127

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

Evolution Wealth Advisors's MCD Position: Q1 2022 in Review

Evolution Wealth Advisors sold out of McDonald's (MCD) in Q1 2022, closing a stake of 826 shares — an estimated $221 sold.

Evolution Wealth Advisors first reported a position in MCD in Q2 2019 and held it in 11 quarters. The position peaked at $209K in Q2 2020. 2,734 funds tracked by Wall St. Rank hold MCD as of Q1 2022.

  • Evolution Wealth Advisors reported no remaining McDonald's position as of Q1 2022 after selling out during the quarter.
  • Evolution Wealth Advisors sold 826 McDonald's shares in Q1 2022, an estimated $221.
  • Evolution Wealth Advisors first reported a position in McDonald's in Q2 2019 and held it in 11 quarters.
  • Evolution Wealth Advisors's McDonald's position peaked at $209K in Q2 2020.
  • 2,734 funds tracked by Wall St. Rank held McDonald's as of Q1 2022.

Based on Evolution Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.