KPF
MCD icon

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
2020
Q3 		– Sell
-18,000
Closed -$3.32M – 267
2020
Q2 		$3.32M Buy
18,000
+4,000
+29% +$733K 0.53% 62
2020
Q1 		$2.31M Sell
14,000
-31,900
-69% -$6.29M 0.44% 67
2019
Q4 		$9.07M Buy
45,900
+32,900
+253% +$6.53M 0.78% 25
2019
Q3 		$2.79M Buy
+13,000
New +$2.79M 0.3% 123

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
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.