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Keystone Wealth Partners’s McDonald's MCD Stock Holding History

Keystone Wealth 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
2022
Q1 		$378K Sell
1,528
-5
-0.3% -$1.25K 0.18% 20
2021
Q4 		$411K Sell
1,533
-201
-12% -$50.7K 0.18% 25
2021
Q3 		$418K Buy
1,734
+225
+15% +$53.7K 0.23% 19
2021
Q2 		$349K Buy
1,509
+2
+0.1% +$465 0.21% 20
2021
Q1 		$338K Hold
1,507
– – 0.23% 18
2020
Q4 		$323K Buy
+1,507
New +$328K 0.26% 22

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

Keystone Wealth Partners's MCD Position: Q1 2022 in Review

Keystone Wealth Partners reduced its McDonald's (MCD) stake by 0.33% in Q1 2022, selling an estimated $1.25K and leaving 1,528 shares worth $378K. The position accounts for 0.18% of the portfolio, ranked #20.

Keystone Wealth Partners first reported a position in MCD in Q4 2020 and has held it in 6 quarters since. The position peaked at $418K in Q3 2021. 2,734 funds tracked by Wall St. Rank hold MCD as of Q1 2022.

  • Keystone Wealth Partners held 1,528 shares of McDonald's worth $378K as of Q1 2022.
  • Keystone Wealth Partners sold 5 McDonald's shares in Q1 2022, an estimated $1.25K.
  • McDonald's made up 0.18% of Keystone Wealth Partners's portfolio in Q1 2022, its #20 holding.
  • Keystone Wealth Partners first reported a position in McDonald's in Q4 2020 and has held it in 6 quarters since.
  • Keystone Wealth Partners's McDonald's position peaked at $418K in Q3 2021.
  • 2,734 funds tracked by Wall St. Rank held McDonald's as of Q1 2022.

Based on Keystone Wealth Partners's 13F filing for Q1 2022, filed 29 Apr 2022.