IndexIQ Advisors’s McDonald's MCD Stock Holding History

IndexIQ 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 Q1	$3.09M	Sell	12,502 -25	-0.2%	-$6.23K	0.11%	201
2021 Q4	$3.36M	Sell	12,527 -430	-3%	-$109K	0.11%	169
2021 Q3	$3.12M	Buy	12,957 +635	+5%	+$152K	0.1%	176
2021 Q2	$2.85M	Buy	12,322 +380	+3%	+$88.4K	0.1%	191
2021 Q1	$2.68M	Buy	11,942 +1,516	+15%	+$324K	0.09%	199
2020 Q4	$2.24M	Buy	10,426 +4,879	+88%	+$1.06M	0.08%	179
2020 Q3	$1.22M	Buy	5,547 +3,341	+151%	+$686K	0.05%	203
2020 Q2	$407K	Buy	2,206 +1,945	+745%	+$357K	0.02%	266
2020 Q1	$43K	Sell	261 -2	-0.8%	-$394	﹤0.01%	761
2019 Q4	$52K	Buy	+263	New	+$52.2K	﹤0.01%	545

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IndexIQ Advisors's MCD Position: Q1 2022 in Review

IndexIQ Advisors reduced its McDonald's (MCD) stake by 0.2% in Q1 2022, selling an estimated $6.23K and leaving 12,502 shares worth $3.09M. The position accounts for 0.11% of the portfolio, ranked #201.

IndexIQ Advisors first reported a position in MCD in Q4 2019 and has held it in 10 quarters since. The position peaked at $3.36M in Q4 2021. 2,734 funds tracked by Wall St. Rank hold MCD as of Q1 2022.

IndexIQ Advisors held 12,502 shares of McDonald's worth $3.09M as of Q1 2022.
IndexIQ Advisors sold 25 McDonald's shares in Q1 2022, an estimated $6.23K.
McDonald's made up 0.11% of IndexIQ Advisors's portfolio in Q1 2022, its #201 holding.
IndexIQ Advisors first reported a position in McDonald's in Q4 2019 and has held it in 10 quarters since.
IndexIQ Advisors's McDonald's position peaked at $3.36M in Q4 2021.
2,734 funds tracked by Wall St. Rank held McDonald's as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.