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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
-23,500
Closed -$5.67M – 49
2021
Q3 		$5.67M Hold
23,500
– – 0.31% 40
2021
Q2 		$5.43M Hold
23,500
– – 0.31% 43
2021
Q1 		$5.27M Buy
+23,500
New +$5.03M 0.31% 40

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 $535B AUM 26.23% 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 $1.37T 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

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.