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James Hambro & Partners’s McDonald's MCD Stock Holding History

James Hambro & Partners’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 		– Sell
-1,555
Closed -$375K – 83
2021
Q3 		$375K Hold
1,555
– – 0.03% 65
2021
Q2 		$359K Sell
1,555
-2,700
-63% -$628K 0.03% 69
2021
Q1 		$954K Buy
+4,255
New +$910K 0.09% 39

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

James Hambro & Partners's MCD Position: Q4 2021 in Review

James Hambro & Partners sold out of McDonald's (MCD) in Q4 2021, closing a stake of 1,555 shares — an estimated $375K sold.

James Hambro & Partners first reported a position in MCD in Q1 2021 and held it in 3 quarters. The position peaked at $954K in Q1 2021. 2,795 funds tracked by Wall St. Rank hold MCD as of Q4 2021.

  • James Hambro & Partners reported no remaining McDonald's position as of Q4 2021 after selling out during the quarter.
  • James Hambro & Partners sold 1,555 McDonald's shares in Q4 2021, an estimated $375K.
  • James Hambro & Partners first reported a position in McDonald's in Q1 2021 and held it in 3 quarters.
  • James Hambro & Partners's McDonald's position peaked at $954K in Q1 2021.
  • 2,795 funds tracked by Wall St. Rank held McDonald's as of Q4 2021.

Based on James Hambro & Partners's 13F filing for Q4 2021, filed 1 Feb 2022.