Lake Point Wealth Management’s McDonald's MCD Stock Holding History

Lake Point Wealth Management’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	$75K	Hold	305	–	–	0.04%	49
2022 Q1	$75K	Hold	305	–	–	0.03%	49
2021 Q4	$82K	Hold	305	–	–	0.04%	51
2021 Q3	$74K	Buy	305 +100	+49%	+$23.9K	0.03%	47
2021 Q2	$47K	Buy	+205	New	+$47.7K	0.02%	69
2020 Q1	$34K	Buy	205 +197	+2,463%	+$38.8K	0.03%	63
2019 Q4	$2K	Buy	+8	New	+$1.59K	﹤0.01%	498
2019 Q2	$170K	Hold	821	–	–	0.06%	50
2019 Q1	$170K	Sell	821 -39	-5%	-$7.08K	0.06%	50
2018 Q4	$153K	Buy	+860	New	+$153K	0.06%	176

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

Lake Point Wealth Management's MCD Position: Q2 2022 in Review

Lake Point Wealth Management held its McDonald's (MCD) position steady in Q2 2022 at 305 shares worth $75K. The position accounts for 0.04% of the portfolio, ranked #49.

Lake Point Wealth Management first reported a position in MCD in Q4 2018 and has held it in 10 quarters since. The position peaked at $170K in Q2 2019. 2,718 funds tracked by Wall St. Rank hold MCD as of Q2 2022.

Lake Point Wealth Management held 305 shares of McDonald's worth $75K as of Q2 2022.
Lake Point Wealth Management left its McDonald's share count unchanged in Q2 2022.
McDonald's made up 0.04% of Lake Point Wealth Management's portfolio in Q2 2022, its #49 holding.
Lake Point Wealth Management first reported a position in McDonald's in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's McDonald's position peaked at $170K in Q2 2019.
2,718 funds tracked by Wall St. Rank held McDonald's as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.