MWNA
MCD icon

Marshall Wace North America’s McDonald's MCD Stock Holding History

Marshall Wace North America’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 		$37.6M Buy
155,850
+39,551
+34% +$9.44M 0.16% 140
2021
Q2 		$26.9M Sell
116,299
-170,418
-59% -$39.7M 0.11% 190
2021
Q1 		$64.3M Sell
286,717
-13,694
-5% -$2.93M 0.27% 84
2020
Q4 		$64.5M Buy
+300,411
New +$65.3M 0.29% 87
2020
Q3 		– Sell
-7,561
Closed -$1.4M – 1371
2020
Q2 		$1.4M Buy
+7,561
New +$1.39M 0.01% 675
2019
Q4 		– Sell
-565,861
Closed -$121M – 1466
2019
Q3 		$121M Buy
565,861
+1,355
+0.2% +$291K 0.69% 39
2019
Q2 		$117M Buy
564,506
+240,056
+74% +$47.5M 0.73% 34
2019
Q1 		$61.6M Buy
324,450
+86,644
+36% +$15.7M 0.44% 69
2018
Q4 		$42.2M Sell
237,806
-265,130
-53% -$47M 0.41% 69
2018
Q3 		$84.1M Sell
502,936
-309,466
-38% -$49.6M 0.58% 46
2018
Q2 		$127M Sell
812,402
-109,541
-12% -$17.8M 0.72% 23
2018
Q1 		$144M Buy
921,943
+788,385
+590% +$130M 0.72% 20
2017
Q4 		$23M Sell
133,558
-232,918
-64% -$39.1M 0.13% 194
2017
Q3 		$57.5M Sell
366,476
-416,336
-53% -$65.3M 0.36% 60
2017
Q2 		$120M Buy
782,812
+452,646
+137% +$65.4M 0.88% 12
2017
Q1 		$42.9M Buy
+330,166
New +$41.4M 0.34% 83
2013
Q4 		$754K Sell
7,771
-7,111
-48% -$683K 0.02% 463
2013
Q3 		$1.43M Buy
+14,882
New +$1.45M 0.04% 303

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 $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

Marshall Wace North America's MCD Position: Q3 2021 in Review

Marshall Wace North America increased its McDonald's (MCD) stake by 34% in Q3 2021, buying an estimated $9.44M and bringing the position to 155,850 shares worth $37.6M. The position accounts for 0.16% of the portfolio, ranked #140.

Marshall Wace North America first reported a position in MCD in Q3 2013 and has held it in 18 quarters since. The position peaked at $144M in Q1 2018. 2,518 funds tracked by Wall St. Rank hold MCD as of Q3 2021.

  • Marshall Wace North America held 155,850 shares of McDonald's worth $37.6M as of Q3 2021.
  • Marshall Wace North America bought 39,551 McDonald's shares in Q3 2021, an estimated $9.44M.
  • McDonald's made up 0.16% of Marshall Wace North America's portfolio in Q3 2021, its #140 holding.
  • Marshall Wace North America first reported a position in McDonald's in Q3 2013 and has held it in 18 quarters since.
  • Marshall Wace North America's McDonald's position peaked at $144M in Q1 2018.
  • 2,518 funds tracked by Wall St. Rank held McDonald's as of Q3 2021.

Based on Marshall Wace North America's 13F filing for Q3 2021, filed 15 Nov 2021.