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Lowell Blake & Associates’s McDonald's MCD Stock Holding History

Lowell Blake & Associates’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
-1,395
Closed -$336K – 57
2021
Q3 		$336K Sell
1,395
-139
-9% -$33.2K 0.16% 48
2021
Q2 		$354K Hold
1,534
– – 0.16% 47
2021
Q1 		$344K Hold
1,534
– – 0.18% 42
2020
Q4 		$329K Sell
1,534
-450
-23% -$97.9K 0.24% 37
2020
Q3 		$435K Sell
1,984
-507
-20% -$104K 0.35% 38
2020
Q2 		$460K Sell
2,491
-450
-15% -$82.5K 0.44% 37
2020
Q1 		$486K Hold
2,941
– – 0.62% 35
2019
Q4 		$581K Buy
+2,941
New +$583K 0.64% 37

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

Lowell Blake & Associates's MCD Position: Q4 2021 in Review

Lowell Blake & Associates sold out of McDonald's (MCD) in Q4 2021, closing a stake of 1,395 shares — an estimated $336K sold.

Lowell Blake & Associates first reported a position in MCD in Q4 2019 and held it in 8 quarters. The position peaked at $581K in Q4 2019. 2,795 funds tracked by Wall St. Rank hold MCD as of Q4 2021.

  • Lowell Blake & Associates reported no remaining McDonald's position as of Q4 2021 after selling out during the quarter.
  • Lowell Blake & Associates sold 1,395 McDonald's shares in Q4 2021, an estimated $336K.
  • Lowell Blake & Associates first reported a position in McDonald's in Q4 2019 and held it in 8 quarters.
  • Lowell Blake & Associates's McDonald's position peaked at $581K in Q4 2019.
  • 2,795 funds tracked by Wall St. Rank held McDonald's as of Q4 2021.

Based on Lowell Blake & Associates's 13F filing for Q4 2021, filed 11 Feb 2022.