HCM
MCD icon

HM Capital Management’s McDonald's MCD Stock Holding History

HM Capital 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
2022
Q3 		$237K Hold
1,029
– – 0.14% 48
2022
Q2 		$254K Buy
+1,029
New +$253K 0.14% 51
2022
Q1 		– Sell
-794
Closed -$213K – 60
2021
Q4 		$213K Buy
+794
New +$200K 0.08% 55

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

HM Capital Management's MCD Position: Q3 2022 in Review

HM Capital Management held its McDonald's (MCD) position steady in Q3 2022 at 1,029 shares worth $237K. The position accounts for 0.14% of the portfolio, ranked #48.

HM Capital Management first reported a position in MCD in Q4 2021 and has held it in 3 quarters since. The position peaked at $254K in Q2 2022. 2,698 funds tracked by Wall St. Rank hold MCD as of Q3 2022.

  • HM Capital Management held 1,029 shares of McDonald's worth $237K as of Q3 2022.
  • HM Capital Management left its McDonald's share count unchanged in Q3 2022.
  • McDonald's made up 0.14% of HM Capital Management's portfolio in Q3 2022, its #48 holding.
  • HM Capital Management first reported a position in McDonald's in Q4 2021 and has held it in 3 quarters since.
  • HM Capital Management's McDonald's position peaked at $254K in Q2 2022.
  • 2,698 funds tracked by Wall St. Rank held McDonald's as of Q3 2022.

Based on HM Capital Management's 13F filing for Q3 2022, filed 7 Nov 2022.