LWCA
MCD icon

Locust Wood Capital Advisers’s McDonald's MCD Stock Holding History

Locust Wood Capital Advisers’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 		– Sell
-183,834
Closed -$44.3M – 50
2021
Q3 		$44.3M Buy
183,834
+1,625
+0.9% +$388K 2.41% 21
2021
Q2 		$42.1M Sell
182,209
-26,270
-13% -$6.11M 2.42% 22
2021
Q1 		$46.7M Buy
208,479
+33,214
+19% +$7.1M 2.75% 16
2020
Q4 		$37.6M Buy
175,265
+3,020
+2% +$657K 2.14% 17
2020
Q3 		$37.8M Buy
172,245
+29,115
+20% +$5.98M 2.44% 17
2020
Q2 		$26.4M Buy
143,130
+97,130
+211% +$17.8M 1.64% 23
2020
Q1 		$7.61M Buy
+46,000
New +$9.06M 0.64% 40
2016
Q2 		– Sell
-192,610
Closed -$24.2M – 54
2016
Q1 		$24.2M Sell
192,610
-220,306
-53% -$26.3M 2.57% 18
2015
Q4 		$48.8M Sell
412,916
-51,671
-11% -$5.78M 6.03% 2
2015
Q3 		$45.8M Buy
464,587
+151,477
+48% +$14.8M 6.18% 2
2015
Q2 		$29.8M Buy
313,110
+5,610
+2% +$543K 4.11% 7
2015
Q1 		$30M Buy
307,500
+86,710
+39% +$8.23M 3.78% 9
2014
Q4 		$20.7M Buy
+220,790
New +$20.7M 2.74% 15
2014
Q2 		– Sell
-64,210
Closed -$6.29M – 50
2014
Q1 		$6.29M Buy
+64,210
New +$6.14M 1.02% 29

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Locust Wood Capital Advisers's MCD Position: Q4 2021 in Review

Locust Wood Capital Advisers sold out of McDonald's (MCD) in Q4 2021, closing a stake of 183,834 shares — an estimated $44.3M sold.

Locust Wood Capital Advisers first reported a position in MCD in Q1 2014 and held it in 14 quarters. The position peaked at $48.8M in Q4 2015. 2,797 funds tracked by Wall St. Rank hold MCD as of Q4 2021.

  • Locust Wood Capital Advisers reported no remaining McDonald's position as of Q4 2021 after selling out during the quarter.
  • Locust Wood Capital Advisers sold 183,834 McDonald's shares in Q4 2021, an estimated $44.3M.
  • Locust Wood Capital Advisers first reported a position in McDonald's in Q1 2014 and held it in 14 quarters.
  • Locust Wood Capital Advisers's McDonald's position peaked at $48.8M in Q4 2015.
  • 2,797 funds tracked by Wall St. Rank held McDonald's as of Q4 2021.

Based on Locust Wood Capital Advisers's 13F filing for Q4 2021, filed 24 Jan 2022.