Level Four Financial’s McDonald's MCD Stock Holding History

Level Four Financial’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 Q3	$530K	Buy	2,200 +261	+13%	+$62.3K	0.23%	107
2021 Q2	$448K	Sell	1,939 -5	-0.3%	-$1.16K	0.19%	147
2021 Q1	$436K	Sell	1,944 -191	-9%	-$40.8K	0.2%	145
2020 Q4	$458K	Buy	+2,135	New	+$464K	0.2%	143

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Level Four Financial's MCD Position: Q3 2021 in Review

Level Four Financial increased its McDonald's (MCD) stake by 13% in Q3 2021, buying an estimated $62.3K and bringing the position to 2,200 shares worth $530K. The position accounts for 0.23% of the portfolio, ranked #107.

Level Four Financial first reported a position in MCD in Q4 2020 and has held it in 4 quarters since. 2,518 funds tracked by Wall St. Rank hold MCD as of Q3 2021.

Level Four Financial held 2,200 shares of McDonald's worth $530K as of Q3 2021.
Level Four Financial bought 261 McDonald's shares in Q3 2021, an estimated $62.3K.
McDonald's made up 0.23% of Level Four Financial's portfolio in Q3 2021, its #107 holding.
Level Four Financial first reported a position in McDonald's in Q4 2020 and has held it in 4 quarters since.
2,518 funds tracked by Wall St. Rank held McDonald's as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.