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Financial Planners of Cleveland’s McDonald's MCD Stock Holding History

Financial Planners of Cleveland’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
-1,519
Closed -$397K – 80
2021
Q4 		$397K Buy
+1,519
New +$384K 0.16% 47

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

Financial Planners of Cleveland's MCD Position: Q1 2022 in Review

Financial Planners of Cleveland sold out of McDonald's (MCD) in Q1 2022, closing a stake of 1,519 shares — an estimated $397K sold.

Financial Planners of Cleveland first reported a position in MCD in Q4 2021 and held it in 1 quarter. The position peaked at $397K in Q4 2021. 2,735 funds tracked by Wall St. Rank hold MCD as of Q1 2022.

  • Financial Planners of Cleveland reported no remaining McDonald's position as of Q1 2022 after selling out during the quarter.
  • Financial Planners of Cleveland sold 1,519 McDonald's shares in Q1 2022, an estimated $397K.
  • Financial Planners of Cleveland first reported a position in McDonald's in Q4 2021 and held it in 1 quarter.
  • Financial Planners of Cleveland's McDonald's position peaked at $397K in Q4 2021.
  • 2,735 funds tracked by Wall St. Rank held McDonald's as of Q1 2022.

Based on Financial Planners of Cleveland's 13F filing for Q1 2022, filed 14 Apr 2022.