Freedman Financial Associates’s McDonald's MCD Stock Holding History

Freedman Financial Associates’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 Q2	–	Sell	-400	Closed	-$99K	–	249
2022 Q1	$99K	Hold	400	–	–	0.07%	125
2021 Q4	$107K	Hold	400	–	–	0.07%	117
2021 Q3	$96K	Hold	400	–	–	0.07%	119
2021 Q2	$92K	Hold	400	–	–	0.07%	118
2021 Q1	$90K	Hold	400	–	–	0.07%	116
2020 Q4	$86K	Buy	+400	New	+$87K	0.08%	110

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

Freedman Financial Associates's MCD Position: Q2 2022 in Review

Freedman Financial Associates sold out of McDonald's (MCD) in Q2 2022, closing a stake of 400 shares — an estimated $99K sold.

Freedman Financial Associates first reported a position in MCD in Q4 2020 and held it in 6 quarters. The position peaked at $107K in Q4 2021. 2,718 funds tracked by Wall St. Rank hold MCD as of Q2 2022.

Freedman Financial Associates reported no remaining McDonald's position as of Q2 2022 after selling out during the quarter.
Freedman Financial Associates sold 400 McDonald's shares in Q2 2022, an estimated $99K.
Freedman Financial Associates first reported a position in McDonald's in Q4 2020 and held it in 6 quarters.
Freedman Financial Associates's McDonald's position peaked at $107K in Q4 2021.
2,718 funds tracked by Wall St. Rank held McDonald's as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.