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Investors Financial Group’s McDonald's MCD Stock Holding History

Investors Financial Group’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 		– Sell
-2,078
Closed -$557K – 105
2021
Q4 		$557K Sell
2,078
-8
-0.4% -$2.02K 0.26% 101
2021
Q3 		$503K Sell
2,086
-148
-7% -$35.3K 0.27% 98
2021
Q2 		$516K Buy
2,234
+1
+0% +$233 0.28% 99
2021
Q1 		$501K Buy
2,233
+169
+8% +$36.1K 0.29% 92
2020
Q4 		$443K Buy
2,064
+56
+3% +$12.2K 0.29% 92
2020
Q3 		$441K Buy
2,008
+47
+2% +$9.65K 0.33% 83
2020
Q2 		$362K Sell
1,961
-107
-5% -$19.6K 0.3% 88
2020
Q1 		$342K Sell
2,068
-78
-4% -$15.4K 0.35% 80
2019
Q4 		$424K Buy
+2,146
New +$426K 0.35% 77

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

Investors Financial Group's MCD Position: Q1 2022 in Review

Investors Financial Group sold out of McDonald's (MCD) in Q1 2022, closing a stake of 2,078 shares — an estimated $557K sold.

Investors Financial Group first reported a position in MCD in Q4 2019 and held it in 9 quarters. The position peaked at $557K in Q4 2021. 2,734 funds tracked by Wall St. Rank hold MCD as of Q1 2022.

  • Investors Financial Group reported no remaining McDonald's position as of Q1 2022 after selling out during the quarter.
  • Investors Financial Group sold 2,078 McDonald's shares in Q1 2022, an estimated $557K.
  • Investors Financial Group first reported a position in McDonald's in Q4 2019 and held it in 9 quarters.
  • Investors Financial Group's McDonald's position peaked at $557K in Q4 2021.
  • 2,734 funds tracked by Wall St. Rank held McDonald's as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.