K2 Principal Fund’s McDonald's MCD Stock Holding History

K2 Principal Fund’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 Q2	–	Sell	-8,000	Closed	-$1.98M	–	375
2022 Q1	$1.98M	Buy	+8,000	New	+$1.99M	0.17%	105
2021 Q1	–	Sell	-6,687	Closed	-$1.44M	–	329
2020 Q4	$1.44M	Buy	+6,687	New	+$1.45M	0.13%	177
2020 Q1	–	Sell	-56,728	Closed	-$11.2M	–	275
2019 Q4	$11.2M	Buy	56,728 +43,673	+335%	+$8.66M	0.97%	17
2019 Q3	$2.8M	Buy	+13,055	New	+$2.8M	0.3%	122
2018 Q4	–	Sell	-2,500	Closed	-$418K	–	319
2018 Q3	$418K	Buy	+2,500	New	+$401K	0.04%	266

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

K2 Principal Fund's MCD Position: Q2 2022 in Review

K2 Principal Fund sold out of McDonald's (MCD) in Q2 2022, closing a stake of 8,000 shares — an estimated $1.98M sold.

K2 Principal Fund first reported a position in MCD in Q3 2018 and held it in 5 quarters. The position peaked at $11.2M in Q4 2019. 2,718 funds tracked by Wall St. Rank hold MCD as of Q2 2022.

K2 Principal Fund reported no remaining McDonald's position as of Q2 2022 after selling out during the quarter.
K2 Principal Fund sold 8,000 McDonald's shares in Q2 2022, an estimated $1.98M.
K2 Principal Fund first reported a position in McDonald's in Q3 2018 and held it in 5 quarters.
K2 Principal Fund's McDonald's position peaked at $11.2M in Q4 2019.
2,718 funds tracked by Wall St. Rank held McDonald's as of Q2 2022.

Based on K2 Principal Fund's 13F filing for Q2 2022, filed 12 Aug 2022.