Mariner Independent Advisor Network’s McDonald's MCD Stock Holding History

Mariner Independent Advisor Network’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 Q3	$6.54M	Buy	28,325 +425	+2%	+$109K	0.28%	82
2022 Q2	$6.96M	Buy	27,900 +4,634	+20%	+$1.14M	0.29%	83
2022 Q1	$5.75M	Buy	23,266 +8,562	+58%	+$2.13M	0.22%	115
2021 Q4	$3.95M	Sell	14,704 -613	-4%	-$155K	0.19%	124
2021 Q3	$3.68M	Sell	15,317 -1,985	-11%	-$474K	0.18%	141
2021 Q2	$4M	Buy	17,302 +971	+6%	+$226K	0.18%	141
2021 Q1	$3.66M	Sell	16,331 -591	-3%	-$126K	0.19%	127
2020 Q4	$3.63M	Buy	16,922 +2,576	+18%	+$560K	0.19%	130
2020 Q3	$3.15M	Buy	14,346 +1,091	+8%	+$224K	0.26%	103
2020 Q2	$2.45M	Sell	13,255 -6,341	-32%	-$1.16M	0.23%	112
2020 Q1	$3.12M	Buy	19,596 +1,532	+8%	+$302K	0.28%	96
2019 Q4	$3.58M	Buy	18,064 +1,381	+8%	+$274K	0.26%	94
2019 Q3	$3.5M	Buy	16,683 +3,147	+23%	+$675K	0.27%	95
2019 Q2	$2.8M	Buy	13,536 +187	+1%	+$37K	0.21%	117
2019 Q1	$2.52M	Sell	13,349 -599	-4%	-$109K	0.21%	111
2018 Q4	$2.53M	Buy	+13,948	New	+$2.47M	0.22%	109
2018 Q2	–	Sell	-10,921	Closed	-$1.71M	–	254
2018 Q1	$1.71M	Sell	10,921 -448	-4%	-$73.7K	0.11%	153
2017 Q4	$1.96M	Buy	+11,369	New	+$1.91M	0.2%	115
2017 Q2	–	Sell	-14,059	Closed	-$1.82M	–	280
2017 Q1	$1.82M	Sell	14,059 -6,796	-33%	-$853K	0.22%	68
2016 Q4	$2.54M	Buy	+20,855	New	+$2.45M	0.41%	62
2015 Q1	–	Sell	-5,572	Closed	-$522K	–	132
2014 Q4	$522K	Buy	+5,572	New	+$522K	0.24%	76
2014 Q3	–	Sell	-4,370	Closed	-$440K	–	149
2014 Q2	$440K	Buy	+4,370	New	+$441K	0.22%	73

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Mariner Independent Advisor Network's MCD Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its McDonald's (MCD) stake by 1.5% in Q3 2022, buying an estimated $109K and bringing the position to 28,325 shares worth $6.54M. The position accounts for 0.28% of the portfolio, ranked #82.

Mariner Independent Advisor Network first reported a position in MCD in Q2 2014 and has held it in 22 quarters since. The position peaked at $6.96M in Q2 2022. 2,696 funds tracked by Wall St. Rank hold MCD as of Q3 2022.

Mariner Independent Advisor Network held 28,325 shares of McDonald's worth $6.54M as of Q3 2022.
Mariner Independent Advisor Network bought 425 McDonald's shares in Q3 2022, an estimated $109K.
McDonald's made up 0.28% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #82 holding.
Mariner Independent Advisor Network first reported a position in McDonald's in Q2 2014 and has held it in 22 quarters since.
Mariner Independent Advisor Network's McDonald's position peaked at $6.96M in Q2 2022.
2,696 funds tracked by Wall St. Rank held McDonald's as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.