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Legg Mason Asset Management’s McDonald's MCD Stock Holding History

Legg Mason Asset 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
2021
Q4 		$1.03M Sell
3,846
-200
-5% -$50.5K 1.14% 15
2021
Q3 		$976K Hold
4,046
– – 1.13% 16
2021
Q2 		$935K Buy
4,046
+129
+3% +$30K 1.02% 25
2021
Q1 		$878K Sell
3,917
-390
-9% -$83.4K 0.96% 30
2020
Q4 		$924K Buy
+4,307
New +$937K 0.92% 36
2020
Q2 		$868K Buy
4,703
+496
+12% +$90.9K 0.95% 36
2020
Q1 		$696K Buy
4,207
+460
+12% +$90.6K 0.94% 37
2019
Q4 		$753K Buy
3,747
+340
+10% +$67.4K 0.81% 52
2019
Q3 		$732K Buy
3,407
+290
+9% +$62.2K 0.79% 62
2019
Q2 		$648K Sell
3,117
-183
-6% -$36.2K 0.73% 68
2019
Q1 		$627K Sell
3,300
-500
-13% -$90.7K 0.74% 65
2018
Q4 		$675K Sell
3,800
-1,600
-30% -$284K 0.84% 52
2018
Q3 		$904K Sell
5,400
-4,300
-44% -$689K 0.85% 49
2018
Q2 		$1.52M Buy
9,700
+5,000
+106% +$811K 1.19% 16
2018
Q1 		$735K Sell
4,700
-1,700
-27% -$280K 0.52% 93
2017
Q4 		$1.1M Sell
6,400
-200
-3% -$33.6K 0.66% 60
2017
Q3 		$1.03M Buy
6,600
+3,500
+113% +$549K 0.61% 64
2017
Q2 		$475K Buy
+3,100
New +$448K 0.39% 111

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

Legg Mason Asset Management's MCD Position: Q4 2021 in Review

Legg Mason Asset Management reduced its McDonald's (MCD) stake by 4.9% in Q4 2021, selling an estimated $50.5K and leaving 3,846 shares worth $1.03M. The position accounts for 1.14% of the portfolio, ranked #15.

Legg Mason Asset Management first reported a position in MCD in Q2 2017 and has held it in 18 quarters since. The position peaked at $1.52M in Q2 2018. 2,795 funds tracked by Wall St. Rank hold MCD as of Q4 2021.

  • Legg Mason Asset Management held 3,846 shares of McDonald's worth $1.03M as of Q4 2021.
  • Legg Mason Asset Management sold 200 McDonald's shares in Q4 2021, an estimated $50.5K.
  • McDonald's made up 1.14% of Legg Mason Asset Management's portfolio in Q4 2021, its #15 holding.
  • Legg Mason Asset Management first reported a position in McDonald's in Q2 2017 and has held it in 18 quarters since.
  • Legg Mason Asset Management's McDonald's position peaked at $1.52M in Q2 2018.
  • 2,795 funds tracked by Wall St. Rank held McDonald's as of Q4 2021.

Based on Legg Mason Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.