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Fermata Advisors’s McDonald's MCD Stock Holding History

Fermata 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
Q3 		– Sell
-1,001
Closed -$248K – 146
2022
Q2 		$248K Buy
1,001
+153
+18% +$37.7K 0.09% 136
2022
Q1 		$211K Sell
848
-80
-9% -$19.9K 0.08% 169
2021
Q4 		$250K Sell
928
-131
-12% -$33.1K 0.09% 153
2021
Q3 		$256K Sell
1,059
-10
-0.9% -$2.39K 0.11% 140
2021
Q2 		$248K Buy
+1,069
New +$249K 0.14% 124

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Fermata Advisors's MCD Position: Q3 2022 in Review

Fermata Advisors sold out of McDonald's (MCD) in Q3 2022, closing a stake of 1,001 shares — an estimated $248K sold.

Fermata Advisors first reported a position in MCD in Q2 2021 and held it in 5 quarters. The position peaked at $256K in Q3 2021. 2,695 funds tracked by Wall St. Rank hold MCD as of Q3 2022.

  • Fermata Advisors reported no remaining McDonald's position as of Q3 2022 after selling out during the quarter.
  • Fermata Advisors sold 1,001 McDonald's shares in Q3 2022, an estimated $248K.
  • Fermata Advisors first reported a position in McDonald's in Q2 2021 and held it in 5 quarters.
  • Fermata Advisors's McDonald's position peaked at $256K in Q3 2021.
  • 2,695 funds tracked by Wall St. Rank held McDonald's as of Q3 2022.

Based on Fermata Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.