HFA
MCD icon

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

Hoover 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
2021
Q2 		$177K Buy
767
+21
+3% +$4.89K 0.03% 148
2021
Q1 		$174K Buy
746
+10
+1% +$2.14K 0.03% 139
2020
Q4 		$153K Buy
+736
New +$160K 0.04% 131
2020
Q3 		– Sell
-685
Closed -$126K – 358
2020
Q2 		$126K Buy
+685
New +$126K 0.05% 121

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

Hoover Financial Advisors's MCD Position: Q2 2021 in Review

Hoover Financial Advisors increased its McDonald's (MCD) stake by 2.8% in Q2 2021, buying an estimated $4.89K and bringing the position to 767 shares worth $177K. The position accounts for 0.03% of the portfolio, ranked #148.

Hoover Financial Advisors first reported a position in MCD in Q2 2020 and has held it in 4 quarters since. 2,526 funds tracked by Wall St. Rank hold MCD as of Q2 2021.

  • Hoover Financial Advisors held 767 shares of McDonald's worth $177K as of Q2 2021.
  • Hoover Financial Advisors bought 21 McDonald's shares in Q2 2021, an estimated $4.89K.
  • McDonald's made up 0.03% of Hoover Financial Advisors's portfolio in Q2 2021, its #148 holding.
  • Hoover Financial Advisors first reported a position in McDonald's in Q2 2020 and has held it in 4 quarters since.
  • 2,526 funds tracked by Wall St. Rank held McDonald's as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.