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HC Financial Advisors’s McDonald's MCD Stock Holding History

HC Financial Advisors’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 		$1.86M Sell
7,528
-213
-3% -$52.5K 1.24% 31
2022
Q1 		$1.91M Sell
7,741
-14
-0.2% -$3.49K 1.14% 31
2021
Q4 		$2.08M Sell
7,755
-85
-1% -$21.5K 1.16% 32
2021
Q3 		$1.89M Sell
7,840
-54
-0.7% -$12.9K 1.13% 33
2021
Q2 		$1.82M Sell
7,894
-398
-5% -$92.6K 1.06% 36
2021
Q1 		$1.86M Sell
8,292
-121
-1% -$25.9K 1.13% 32
2020
Q4 		$1.8M Buy
8,413
+81
+1% +$17.6K 1.16% 33
2020
Q3 		$1.83M Sell
8,332
-1,064
-11% -$218K 1.31% 29
2020
Q2 		$1.73M Sell
9,396
-358
-4% -$65.6K 1.35% 27
2020
Q1 		$1.61M Buy
9,754
+187
+2% +$36.8K 1.44% 24
2019
Q4 		$1.89M Sell
9,567
-766
-7% -$152K 1.49% 27
2019
Q3 		$2.22M Sell
10,333
-540
-5% -$116K 1.9% 19
2019
Q2 		$2.26M Sell
10,873
-373
-3% -$73.9K 2.25% 19
2019
Q1 		$2.14M Buy
+11,246
New +$2.04M 2.24% 19
2018
Q4 		– Sell
-10,669
Closed -$1.78M – 44
2018
Q3 		$1.78M Buy
10,669
+499
+5% +$80K 1.58% 26
2018
Q2 		$1.59M Buy
10,170
+182
+2% +$29.5K 1.55% 28
2018
Q1 		$1.56M Sell
9,988
-442
-4% -$72.7K 1.54% 27
2017
Q4 		$1.79M Buy
+10,430
New +$1.75M 1.74% 24

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

HC Financial Advisors's MCD Position: Q2 2022 in Review

HC Financial Advisors reduced its McDonald's (MCD) stake by 2.8% in Q2 2022, selling an estimated $52.5K and leaving 7,528 shares worth $1.86M. The position accounts for 1.24% of the portfolio, ranked #31.

HC Financial Advisors first reported a position in MCD in Q4 2017 and has held it in 18 quarters since. The position peaked at $2.26M in Q2 2019. 2,719 funds tracked by Wall St. Rank hold MCD as of Q2 2022.

  • HC Financial Advisors held 7,528 shares of McDonald's worth $1.86M as of Q2 2022.
  • HC Financial Advisors sold 213 McDonald's shares in Q2 2022, an estimated $52.5K.
  • McDonald's made up 1.24% of HC Financial Advisors's portfolio in Q2 2022, its #31 holding.
  • HC Financial Advisors first reported a position in McDonald's in Q4 2017 and has held it in 18 quarters since.
  • HC Financial Advisors's McDonald's position peaked at $2.26M in Q2 2019.
  • 2,719 funds tracked by Wall St. Rank held McDonald's as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.