McCarthy Asset Management’s McDonald's MCD Stock Holding History

McCarthy Asset 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	–	Sell	-145	Closed	-$36K	–	180
2022 Q1	$36K	Hold	145	–	–	0.03%	101
2021 Q4	$39K	Hold	145	–	–	0.03%	101
2021 Q3	$35K	Hold	145	–	–	0.03%	104
2021 Q2	$33K	Hold	145	–	–	0.02%	128
2021 Q1	$33K	Hold	145	–	–	0.03%	116
2020 Q4	$31K	Buy	+145	New	+$31.5K	0.03%	116

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

McCarthy Asset Management's MCD Position: Q2 2022 in Review

McCarthy Asset Management sold out of McDonald's (MCD) in Q2 2022, closing a stake of 145 shares — an estimated $36K sold.

McCarthy Asset Management first reported a position in MCD in Q4 2020 and held it in 6 quarters. The position peaked at $39K in Q4 2021. 2,718 funds tracked by Wall St. Rank hold MCD as of Q2 2022.

McCarthy Asset Management reported no remaining McDonald's position as of Q2 2022 after selling out during the quarter.
McCarthy Asset Management sold 145 McDonald's shares in Q2 2022, an estimated $36K.
McCarthy Asset Management first reported a position in McDonald's in Q4 2020 and held it in 6 quarters.
McCarthy Asset Management's McDonald's position peaked at $39K in Q4 2021.
2,718 funds tracked by Wall St. Rank held McDonald's as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.