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Grace Capital’s McDonald's MCD Stock Holding History

Grace Capital’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
Q4 		$751K Buy
2,800
+400
+17% +$101K 0.45% 68
2021
Q3 		$570K Buy
2,400
+300
+14% +$71.6K 0.35% 87
2021
Q2 		$485K Sell
2,100
-300
-13% -$69.8K 0.32% 82
2021
Q1 		$538K Hold
2,400
– – 0.34% 83
2020
Q4 		$515K Hold
2,400
– – 0.33% 87
2020
Q3 		$526K Sell
2,400
-48
-2% -$9.86K 0.41% 68
2020
Q2 		$452K Buy
2,448
+986
+67% +$181K 0.39% 77
2020
Q1 		$242K Buy
1,462
+200
+16% +$39.4K 0.24% 97
2019
Q4 		$249K Sell
1,262
-400
-24% -$79.3K 0.2% 114
2019
Q3 		$357K Buy
1,662
+400
+32% +$85.8K 0.36% 79
2019
Q2 		$262K Hold
1,262
– – 0.13% 143
2019
Q1 		$240K Sell
1,262
-400
-24% -$72.6K 0.09% 161
2018
Q4 		$295K Buy
1,662
+400
+32% +$70.9K 0.14% 146
2018
Q3 		$211K Hold
1,262
– – 0.08% 156
2018
Q2 		$197K Buy
+1,262
New +$205K 0.08% 167
2016
Q3 		– Sell
-4,214
Closed -$507K – 79
2016
Q2 		$507K Sell
4,214
-1,240
-23% -$155K 0.21% 65
2016
Q1 		$685K Sell
5,454
-11,716
-68% -$1.4M 0.31% 67
2015
Q4 		$2.03M Sell
17,170
-10,670
-38% -$1.19M 0.96% 55
2015
Q3 		$2.76M Hold
27,840
– – 1.14% 45
2015
Q2 		$2.76M Sell
27,840
-31,913
-53% -$3.09M 1.14% 45
2015
Q1 		$5.82M Sell
59,753
-11,463
-16% -$1.09M 1.31% 35
2014
Q4 		$6.67M Buy
71,216
+6,304
+10% +$590K 1.61% 17
2014
Q3 		$6.15M Sell
64,912
-2,183
-3% -$208K 1.75% 13
2014
Q2 		$6.76M Buy
67,095
+52,220
+351% +$5.27M 1.86% 10
2014
Q1 		$1.46M Buy
14,875
+1,430
+11% +$137K 1.53% 28
2013
Q4 		$1.3M Buy
13,445
+320
+2% +$30.7K 1.51% 30
2013
Q3 		$1.26M Buy
13,125
+840
+7% +$82K 1.59% 25
2013
Q2 		$1.22M Buy
+12,285
New +$1.23M 1.65% 23

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

Grace Capital's MCD Position: Q4 2021 in Review

Grace Capital increased its McDonald's (MCD) stake by 17% in Q4 2021, buying an estimated $101K and bringing the position to 2,800 shares worth $751K. The position accounts for 0.45% of the portfolio, ranked #68.

Grace Capital first reported a position in MCD in Q2 2013 and has held it in 28 quarters since. The position peaked at $6.76M in Q2 2014. 2,795 funds tracked by Wall St. Rank hold MCD as of Q4 2021.

  • Grace Capital held 2,800 shares of McDonald's worth $751K as of Q4 2021.
  • Grace Capital bought 400 McDonald's shares in Q4 2021, an estimated $101K.
  • McDonald's made up 0.45% of Grace Capital's portfolio in Q4 2021, its #68 holding.
  • Grace Capital first reported a position in McDonald's in Q2 2013 and has held it in 28 quarters since.
  • Grace Capital's McDonald's position peaked at $6.76M in Q2 2014.
  • 2,795 funds tracked by Wall St. Rank held McDonald's as of Q4 2021.

Based on Grace Capital's 13F filing for Q4 2021, filed 2 Feb 2022.