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Karn Couzens & Associates’s McDonald's MCD Stock Holding History

Karn Couzens & Associates’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
Q1 		$412K Hold
1,666
– – 0.26% 55
2021
Q4 		$447K Buy
1,666
+200
+14% +$50.5K 0.31% 47
2021
Q3 		$353K Hold
1,466
– – 0.27% 54
2021
Q2 		$339K Hold
1,466
– – 0.26% 53
2021
Q1 		$329K Hold
1,466
– – 0.3% 52
2020
Q4 		$315K Buy
+1,466
New +$319K 0.3% 48

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

Karn Couzens & Associates's MCD Position: Q1 2022 in Review

Karn Couzens & Associates held its McDonald's (MCD) position steady in Q1 2022 at 1,666 shares worth $412K. The position accounts for 0.26% of the portfolio, ranked #55.

Karn Couzens & Associates first reported a position in MCD in Q4 2020 and has held it in 6 quarters since. The position peaked at $447K in Q4 2021. 2,734 funds tracked by Wall St. Rank hold MCD as of Q1 2022.

  • Karn Couzens & Associates held 1,666 shares of McDonald's worth $412K as of Q1 2022.
  • Karn Couzens & Associates left its McDonald's share count unchanged in Q1 2022.
  • McDonald's made up 0.26% of Karn Couzens & Associates's portfolio in Q1 2022, its #55 holding.
  • Karn Couzens & Associates first reported a position in McDonald's in Q4 2020 and has held it in 6 quarters since.
  • Karn Couzens & Associates's McDonald's position peaked at $447K in Q4 2021.
  • 2,734 funds tracked by Wall St. Rank held McDonald's as of Q1 2022.

Based on Karn Couzens & Associates's 13F filing for Q1 2022, filed 19 Apr 2022.