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Geier Asset Management’s McDonald's MCD Stock Holding History

Geier Asset 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
Q2 		$1.09M Buy
4,708
+4
+0.1% +$931 0.76% 41
2021
Q1 		$1.11M Buy
4,704
+27
+0.6% +$5.77K 0.81% 37
2020
Q4 		$964K Buy
+4,677
New +$1.02M 0.78% 38

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

Geier Asset Management's MCD Position: Q2 2021 in Review

Geier Asset Management increased its McDonald's (MCD) stake by 0.09% in Q2 2021, buying an estimated $931 and bringing the position to 4,708 shares worth $1.09M. The position accounts for 0.76% of the portfolio, ranked #41.

Geier Asset Management first reported a position in MCD in Q4 2020 and has held it in 3 quarters since. The position peaked at $1.11M in Q1 2021. 2,526 funds tracked by Wall St. Rank hold MCD as of Q2 2021.

  • Geier Asset Management held 4,708 shares of McDonald's worth $1.09M as of Q2 2021.
  • Geier Asset Management bought 4 McDonald's shares in Q2 2021, an estimated $931.
  • McDonald's made up 0.76% of Geier Asset Management's portfolio in Q2 2021, its #41 holding.
  • Geier Asset Management first reported a position in McDonald's in Q4 2020 and has held it in 3 quarters since.
  • Geier Asset Management's McDonald's position peaked at $1.11M in Q1 2021.
  • 2,526 funds tracked by Wall St. Rank held McDonald's as of Q2 2021.

Based on Geier Asset Management's 13F filing for Q2 2021, filed 12 Jul 2021.