Ferris Capital’s McDonald's MCD Stock Holding History

Ferris Capital’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	$336K	Hold	1,359	–	–	0.08%	156
2021 Q4	$364K	Hold	1,359	–	–	0.08%	157
2021 Q3	$340K	Buy	+1,359	New	+$324K	0.07%	164
2019 Q2	–	Sell	-737	Closed	-$140K	–	431
2019 Q1	$140K	Sell	737 -4	-0.5%	-$726	0.05%	190
2018 Q4	$132K	Hold	741	–	–	0.06%	182
2018 Q3	$124K	Sell	741 -39	-5%	-$6.25K	0.05%	194
2018 Q2	$122K	Sell	780 -9	-1%	-$1.46K	0.05%	187
2018 Q1	$123K	Buy	+789	New	+$130K	0.05%	205
2017 Q3	–	Sell	-872	Closed	-$134K	–	406
2017 Q2	$134K	Buy	+872	New	+$126K	0.06%	179

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

Ferris Capital's MCD Position: Q1 2022 in Review

Ferris Capital held its McDonald's (MCD) position steady in Q1 2022 at 1,359 shares worth $336K. The position accounts for 0.08% of the portfolio, ranked #156.

Ferris Capital first reported a position in MCD in Q2 2017 and has held it in 9 quarters since. The position peaked at $364K in Q4 2021. 2,735 funds tracked by Wall St. Rank hold MCD as of Q1 2022.

Ferris Capital held 1,359 shares of McDonald's worth $336K as of Q1 2022.
Ferris Capital left its McDonald's share count unchanged in Q1 2022.
McDonald's made up 0.08% of Ferris Capital's portfolio in Q1 2022, its #156 holding.
Ferris Capital first reported a position in McDonald's in Q2 2017 and has held it in 9 quarters since.
Ferris Capital's McDonald's position peaked at $364K in Q4 2021.
2,735 funds tracked by Wall St. Rank held McDonald's as of Q1 2022.

Based on Ferris Capital's 13F filing for Q1 2022, filed 13 May 2022.