HWA
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Heritage Way Advisors’s McDonald's MCD Stock Holding History

Heritage Way 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
2021
Q4 		$2.86M Sell
10,665
-237
-2% -$59.8K 1.07% 35
2021
Q3 		$2.63M Sell
10,902
-19
-0.2% -$4.54K 1.09% 39
2021
Q2 		$2.52M Sell
10,921
-168
-2% -$39.1K 1.04% 43
2021
Q1 		$2.48M Buy
11,089
+30
+0.3% +$6.42K 1.09% 41
2020
Q4 		$2.37M Sell
11,059
-221
-2% -$48.1K 1.09% 42
2020
Q3 		$2.48M Buy
+11,280
New +$2.32M 1.3% 35

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

Heritage Way Advisors's MCD Position: Q4 2021 in Review

Heritage Way Advisors reduced its McDonald's (MCD) stake by 2.2% in Q4 2021, selling an estimated $59.8K and leaving 10,665 shares worth $2.86M. The position accounts for 1.07% of the portfolio, ranked #35.

Heritage Way Advisors first reported a position in MCD in Q3 2020 and has held it in 6 quarters since. 2,796 funds tracked by Wall St. Rank hold MCD as of Q4 2021.

  • Heritage Way Advisors held 10,665 shares of McDonald's worth $2.86M as of Q4 2021.
  • Heritage Way Advisors sold 237 McDonald's shares in Q4 2021, an estimated $59.8K.
  • McDonald's made up 1.07% of Heritage Way Advisors's portfolio in Q4 2021, its #35 holding.
  • Heritage Way Advisors first reported a position in McDonald's in Q3 2020 and has held it in 6 quarters since.
  • 2,796 funds tracked by Wall St. Rank held McDonald's as of Q4 2021.

Based on Heritage Way Advisors's 13F filing for Q4 2021, filed 13 Jan 2022.