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Filbrandt Wealth Management’s McDonald's MCD Stock Holding History

Filbrandt Wealth Management’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
Q3 		$77K Hold
319
– – 0.04% 62
2021
Q2 		$74K Sell
319
-1
-0.3% -$233 0.04% 71
2021
Q1 		$72K Buy
320
+20
+7% +$4.28K 0.04% 67
2020
Q4 		$64K Hold
300
– – 0.04% 72
2020
Q3 		$66K Sell
300
-127
-30% -$26.1K 0.05% 71
2020
Q2 		$79K Buy
427
+122
+40% +$22.4K 0.06% 85
2020
Q1 		$50K Sell
305
-54
-15% -$10.6K 0.06% 71
2019
Q4 		$70K Buy
+359
New +$71.2K 0.06% 64

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

Filbrandt Wealth Management's MCD Position: Q3 2021 in Review

Filbrandt Wealth Management held its McDonald's (MCD) position steady in Q3 2021 at 319 shares worth $77K. The position accounts for 0.04% of the portfolio, ranked #62.

Filbrandt Wealth Management first reported a position in MCD in Q4 2019 and has held it in 8 quarters since. The position peaked at $79K in Q2 2020. 2,517 funds tracked by Wall St. Rank hold MCD as of Q3 2021.

  • Filbrandt Wealth Management held 319 shares of McDonald's worth $77K as of Q3 2021.
  • Filbrandt Wealth Management left its McDonald's share count unchanged in Q3 2021.
  • McDonald's made up 0.04% of Filbrandt Wealth Management's portfolio in Q3 2021, its #62 holding.
  • Filbrandt Wealth Management first reported a position in McDonald's in Q4 2019 and has held it in 8 quarters since.
  • Filbrandt Wealth Management's McDonald's position peaked at $79K in Q2 2020.
  • 2,517 funds tracked by Wall St. Rank held McDonald's as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.