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

Johanson 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 Q4	$765K	Buy	2,854 +13	+0.5%	+$3.28K	0.23%	71
2021 Q3	$685K	Buy	2,841 +50	+2%	+$11.9K	0.24%	75
2021 Q2	$661K	Buy	2,791 +692	+33%	+$161K	0.22%	76
2021 Q1	$483K	Buy	2,099 +153	+8%	+$32.7K	0.18%	84
2020 Q4	$418K	Buy	1,946 +110	+6%	+$23.9K	0.17%	81
2020 Q3	$415K	Buy	1,836 +234	+15%	+$48K	0.19%	78
2020 Q2	$296K	Buy	1,602 +175	+12%	+$32.1K	0.15%	85
2020 Q1	$236K	Sell	1,427 -274,355	-99%	-$54.1M	0.14%	83
2019 Q4	$1.4M	Buy	275,782 +274,263	+18,055%	+$54.4M	0.07%	119
2019 Q3	$325K	Buy	1,519 +9	+0.6%	+$1.93K	0.17%	76
2019 Q2	$314K	Buy	1,510 +6	+0.4%	+$1.19K	0.17%	78
2019 Q1	$284K	Buy	1,504 +8	+0.5%	+$1.45K	0.16%	81
2018 Q4	$266K	Buy	1,496 +68	+5%	+$12.1K	0.18%	77
2018 Q3	$240K	Buy	1,428 +9	+0.6%	+$1.44K	0.14%	83
2018 Q2	$221K	Buy	1,419 +6	+0.4%	+$973	0.14%	82
2018 Q1	$221K	Buy	1,413 +9	+0.6%	+$1.48K	0.15%	78
2017 Q4	$243K	Buy	1,404 +6	+0.4%	+$1.01K	0.16%	78
2017 Q3	$219K	Buy	1,398 +7	+0.5%	+$1.1K	0.16%	80
2017 Q2	$213K	Buy	+1,391	New	+$201K	0.17%	77

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

Johanson Financial Advisors's MCD Position: Q4 2021 in Review

Johanson Financial Advisors increased its McDonald's (MCD) stake by 0.46% in Q4 2021, buying an estimated $3.28K and bringing the position to 2,854 shares worth $765K. The position accounts for 0.23% of the portfolio, ranked #71.

Johanson Financial Advisors first reported a position in MCD in Q2 2017 and has held it in 19 quarters since. The position peaked at $1.4M in Q4 2019. 2,795 funds tracked by Wall St. Rank hold MCD as of Q4 2021.

Johanson Financial Advisors held 2,854 shares of McDonald's worth $765K as of Q4 2021.
Johanson Financial Advisors bought 13 McDonald's shares in Q4 2021, an estimated $3.28K.
McDonald's made up 0.23% of Johanson Financial Advisors's portfolio in Q4 2021, its #71 holding.
Johanson Financial Advisors first reported a position in McDonald's in Q2 2017 and has held it in 19 quarters since.
Johanson Financial Advisors's McDonald's position peaked at $1.4M in Q4 2019.
2,795 funds tracked by Wall St. Rank held McDonald's as of Q4 2021.

Based on Johanson Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.