JBJ Investment Partners’s McDonald's MCD Stock Holding History

JBJ Investment 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	$1.22M	Sell	4,556 -2,232	-33%	-$564K	0.25%	21
2021 Q3	$1.64M	Sell	6,788 -42	-0.6%	-$10K	0.34%	20
2021 Q2	$1.58M	Sell	6,830 -836	-11%	-$195K	0.32%	22
2021 Q1	$1.72M	Sell	7,666 -1,515	-17%	-$324K	0.38%	19
2020 Q4	$1.97M	Sell	9,181 -1,200	-12%	-$261K	0.45%	19
2020 Q3	$2.28M	Buy	10,381 +1,505	+17%	+$309K	0.6%	15
2020 Q2	$1.64M	Buy	8,876 +4,963	+127%	+$910K	0.47%	26
2020 Q1	$647K	Buy	3,913 +1,760	+82%	+$347K	0.23%	25
2019 Q4	$425K	Buy	2,153 +344	+19%	+$68.2K	0.13%	29
2019 Q3	$388K	Buy	1,809 +397	+28%	+$85.1K	0.13%	30
2019 Q2	$293K	Buy	1,412 +971	+220%	+$192K	0.11%	31
2019 Q1	$84K	Buy	+441	New	+$80K	0.03%	67

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

JBJ Investment Partners's MCD Position: Q4 2021 in Review

JBJ Investment Partners reduced its McDonald's (MCD) stake by 33% in Q4 2021, selling an estimated $564K and leaving 4,556 shares worth $1.22M. The position accounts for 0.25% of the portfolio, ranked #21.

JBJ Investment Partners first reported a position in MCD in Q1 2019 and has held it in 12 quarters since. The position peaked at $2.28M in Q3 2020. 2,795 funds tracked by Wall St. Rank hold MCD as of Q4 2021.

JBJ Investment Partners held 4,556 shares of McDonald's worth $1.22M as of Q4 2021.
JBJ Investment Partners sold 2,232 McDonald's shares in Q4 2021, an estimated $564K.
McDonald's made up 0.25% of JBJ Investment Partners's portfolio in Q4 2021, its #21 holding.
JBJ Investment Partners first reported a position in McDonald's in Q1 2019 and has held it in 12 quarters since.
JBJ Investment Partners's McDonald's position peaked at $2.28M in Q3 2020.
2,795 funds tracked by Wall St. Rank held McDonald's as of Q4 2021.

Based on JBJ Investment Partners's 13F filing for Q4 2021, filed 8 Feb 2022.