Loveless Wealth Management’s McDonald's MCD Stock Holding History

Loveless 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	$1.85M	Buy	7,496 +5	+0.1%	+$1.23K	1.21%	28
2022 Q1	$1.85M	Buy	7,491 +15	+0.2%	+$3.74K	1.05%	33
2021 Q4	$2M	Buy	7,476 +453	+6%	+$114K	1.1%	32
2021 Q3	$1.69M	Buy	7,023 +561	+9%	+$134K	1.03%	35
2021 Q2	$1.49M	Buy	6,462 +566	+10%	+$132K	0.91%	39
2021 Q1	$1.32M	Buy	5,896 +1,036	+21%	+$222K	0.87%	39
2020 Q4	$1.04M	Buy	4,860 +1,390	+40%	+$302K	0.77%	50
2020 Q3	$762K	Buy	3,470 +1,210	+54%	+$248K	0.64%	53
2020 Q2	$417K	Sell	2,260 -350	-13%	-$64.2K	0.39%	74
2020 Q1	$432K	Buy	2,610 +35	+1%	+$6.9K	0.51%	66
2019 Q4	$515K	Buy	+2,575	New	+$511K	0.44%	65

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

Loveless Wealth Management's MCD Position: Q2 2022 in Review

Loveless Wealth Management increased its McDonald's (MCD) stake by 0.07% in Q2 2022, buying an estimated $1.23K and bringing the position to 7,496 shares worth $1.85M. The position accounts for 1.21% of the portfolio, ranked #28.

Loveless Wealth Management first reported a position in MCD in Q4 2019 and has held it in 11 quarters since. The position peaked at $2M in Q4 2021. 2,718 funds tracked by Wall St. Rank hold MCD as of Q2 2022.

Loveless Wealth Management held 7,496 shares of McDonald's worth $1.85M as of Q2 2022.
Loveless Wealth Management bought 5 McDonald's shares in Q2 2022, an estimated $1.23K.
McDonald's made up 1.21% of Loveless Wealth Management's portfolio in Q2 2022, its #28 holding.
Loveless Wealth Management first reported a position in McDonald's in Q4 2019 and has held it in 11 quarters since.
Loveless Wealth Management's McDonald's position peaked at $2M in Q4 2021.
2,718 funds tracked by Wall St. Rank held McDonald's as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.