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Ground Swell Capital’s McDonald's MCD Stock Holding History

Ground Swell 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
Q2 		– Sell
-1,043
Closed -$234K – 127
2021
Q1 		$234K Buy
+1,043
New +$223K 0.76% 47
2014
Q3 		$138K Buy
1,456
+148
+11% +$14.1K 0.26% 58
2014
Q2 		$132K Buy
+1,308
New +$132K 0.26% 43

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

Ground Swell Capital's MCD Position: Q2 2021 in Review

Ground Swell Capital sold out of McDonald's (MCD) in Q2 2021, closing a stake of 1,043 shares — an estimated $234K sold.

Ground Swell Capital first reported a position in MCD in Q2 2014 and held it in 3 quarters. The position peaked at $234K in Q1 2021. 2,526 funds tracked by Wall St. Rank hold MCD as of Q2 2021.

  • Ground Swell Capital reported no remaining McDonald's position as of Q2 2021 after selling out during the quarter.
  • Ground Swell Capital sold 1,043 McDonald's shares in Q2 2021, an estimated $234K.
  • Ground Swell Capital first reported a position in McDonald's in Q2 2014 and held it in 3 quarters.
  • Ground Swell Capital's McDonald's position peaked at $234K in Q1 2021.
  • 2,526 funds tracked by Wall St. Rank held McDonald's as of Q2 2021.

Based on Ground Swell Capital's 13F filing for Q2 2021, filed 12 Aug 2021.