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

Maltin 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
2021
Q3 		– Sell
-1,764
Closed -$407K – 110
2021
Q2 		$407K Buy
1,764
+9
+0.5% +$2.09K 0.25% 75
2021
Q1 		$393K Buy
1,755
+10
+0.6% +$2.14K 0.25% 74
2020
Q4 		$374K Sell
1,745
-95
-5% -$20.7K 0.26% 66
2020
Q3 		$404K Buy
1,840
+8
+0.4% +$1.64K 0.29% 64
2020
Q2 		$338K Sell
1,832
-22
-1% -$4.03K 0.26% 65
2020
Q1 		$307K Buy
1,854
+9
+0.5% +$1.77K 0.26% 60
2019
Q4 		$365K Buy
+1,845
New +$366K 0.24% 54

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 $3.38T AUM 44.17% 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

Maltin Wealth Management's MCD Position: Q3 2021 in Review

Maltin Wealth Management sold out of McDonald's (MCD) in Q3 2021, closing a stake of 1,764 shares — an estimated $407K sold.

Maltin Wealth Management first reported a position in MCD in Q4 2019 and held it in 7 quarters. The position peaked at $407K in Q2 2021. 2,519 funds tracked by Wall St. Rank hold MCD as of Q3 2021.

  • Maltin Wealth Management reported no remaining McDonald's position as of Q3 2021 after selling out during the quarter.
  • Maltin Wealth Management sold 1,764 McDonald's shares in Q3 2021, an estimated $407K.
  • Maltin Wealth Management first reported a position in McDonald's in Q4 2019 and held it in 7 quarters.
  • Maltin Wealth Management's McDonald's position peaked at $407K in Q2 2021.
  • 2,519 funds tracked by Wall St. Rank held McDonald's as of Q3 2021.

Based on Maltin Wealth Management's 13F filing for Q3 2021, filed 9 Nov 2021.