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FormulaFolio Investments’s McDonald's MCD Stock Holding History

FormulaFolio Investments’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
Q2 		$68K Buy
293
+11
+4% +$2.56K 0.02% 127
2021
Q1 		$66K Sell
282
-25,288
-99% -$5.41M 0.02% 128
2020
Q4 		$5.49M Buy
25,570
+8,555
+50% +$1.86M 0.12% 141
2020
Q3 		$3.73M Sell
17,015
-442
-3% -$90.7K 0.14% 65
2020
Q2 		$3.22M Sell
17,457
-961
-5% -$176K 0.13% 70
2020
Q1 		$3.04M Sell
18,418
-1,259
-6% -$248K 0.16% 65
2019
Q4 		$3.89M Buy
19,677
+896
+5% +$178K 0.14% 84
2019
Q3 		$4.03M Buy
18,781
+192
+1% +$41.2K 0.16% 79
2019
Q2 		$3.86M Buy
18,589
+8,808
+90% +$1.74M 0.16% 68
2019
Q1 		$1.86M Buy
9,781
+2,775
+40% +$504K 0.08% 91
2018
Q4 		$1.17M Hold
7,006
– – 0.05% 121
2018
Q3 		$1.17M Buy
7,006
+720
+11% +$115K 0.05% 121
2018
Q2 		$985K Buy
6,286
+3,407
+118% +$552K 0.05% 129
2018
Q1 		$450K Sell
2,879
-688
-19% -$113K 0.03% 182
2017
Q4 		$614K Sell
3,567
-215
-6% -$36.1K 0.04% 151
2017
Q3 		$593K Sell
3,782
-90
-2% -$14.1K 0.05% 117
2017
Q2 		$593K Buy
3,872
+125
+3% +$18.1K 0.05% 112
2017
Q1 		$486K Buy
3,747
+1,329
+55% +$167K 0.05% 114
2016
Q4 		$294K Buy
2,418
+531
+28% +$62.3K 0.04% 146
2016
Q3 		$218K Buy
+1,887
New +$224K 0.03% 128

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

FormulaFolio Investments's MCD Position: Q2 2021 in Review

FormulaFolio Investments increased its McDonald's (MCD) stake by 3.9% in Q2 2021, buying an estimated $2.56K and bringing the position to 293 shares worth $68K. The position accounts for 0.02% of the portfolio, ranked #127.

FormulaFolio Investments first reported a position in MCD in Q3 2016 and has held it in 20 quarters since. The position peaked at $5.49M in Q4 2020. 2,526 funds tracked by Wall St. Rank hold MCD as of Q2 2021.

  • FormulaFolio Investments held 293 shares of McDonald's worth $68K as of Q2 2021.
  • FormulaFolio Investments bought 11 McDonald's shares in Q2 2021, an estimated $2.56K.
  • McDonald's made up 0.02% of FormulaFolio Investments's portfolio in Q2 2021, its #127 holding.
  • FormulaFolio Investments first reported a position in McDonald's in Q3 2016 and has held it in 20 quarters since.
  • FormulaFolio Investments's McDonald's position peaked at $5.49M in Q4 2020.
  • 2,526 funds tracked by Wall St. Rank held McDonald's as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.