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FMA Advisory’s McDonald's MCD Stock Holding History

FMA Advisory’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 		$318K Buy
1,321
+7
+0.5% +$1.67K 0.12% 123
2021
Q2 		$304K Sell
1,314
-44
-3% -$10.2K 0.11% 115
2021
Q1 		$304K Buy
1,358
+8
+0.6% +$1.71K 0.09% 153
2020
Q4 		$290K Buy
1,350
+7
+0.5% +$1.52K 0.1% 158
2020
Q3 		$295K Buy
1,343
+7
+0.5% +$1.44K 0.12% 148
2020
Q2 		$246K Buy
1,336
+31
+2% +$5.68K 0.11% 142
2020
Q1 		$216K Sell
1,305
-391
-23% -$77K 0.12% 138
2019
Q4 		$335K Buy
1,696
+107
+7% +$21.2K 0.13% 131
2019
Q3 		$341K Buy
1,589
+168
+12% +$36K 0.15% 127
2019
Q2 		$295K Buy
1,421
+81
+6% +$16K 0.13% 130
2019
Q1 		$254K Sell
1,340
-38
-3% -$6.9K 0.12% 136
2018
Q4 		$245K Buy
1,378
+8
+0.6% +$1.42K 0.13% 133
2018
Q3 		$229K Buy
1,370
+79
+6% +$12.7K 0.1% 137
2018
Q2 		$202K Buy
1,291
+7
+0.5% +$1.14K 0.1% 143
2018
Q1 		$201K Buy
1,284
+70
+6% +$11.5K 0.1% 142
2017
Q4 		$209K Buy
+1,214
New +$204K 0.1% 145
2013
Q4 		– Sell
-9,048
Closed -$870K – 150
2013
Q3 		$870K Buy
9,048
+198
+2% +$19.3K 0.35% 100
2013
Q2 		$876K Buy
+8,850
New +$886K 0.37% 95

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

FMA Advisory's MCD Position: Q3 2021 in Review

FMA Advisory increased its McDonald's (MCD) stake by 0.53% in Q3 2021, buying an estimated $1.67K and bringing the position to 1,321 shares worth $318K. The position accounts for 0.12% of the portfolio, ranked #123.

FMA Advisory first reported a position in MCD in Q2 2013 and has held it in 18 quarters since. The position peaked at $876K in Q2 2013. 2,517 funds tracked by Wall St. Rank hold MCD as of Q3 2021.

  • FMA Advisory held 1,321 shares of McDonald's worth $318K as of Q3 2021.
  • FMA Advisory bought 7 McDonald's shares in Q3 2021, an estimated $1.67K.
  • McDonald's made up 0.12% of FMA Advisory's portfolio in Q3 2021, its #123 holding.
  • FMA Advisory first reported a position in McDonald's in Q2 2013 and has held it in 18 quarters since.
  • FMA Advisory's McDonald's position peaked at $876K in Q2 2013.
  • 2,517 funds tracked by Wall St. Rank held McDonald's as of Q3 2021.

Based on FMA Advisory's 13F filing for Q3 2021, filed 15 Nov 2021.