MFM
MCD icon

MD Financial Management’s McDonald's MCD Stock Holding History

MD Financial 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
Q4 		$66K Hold
245
– – ﹤0.01% 281
2021
Q3 		$59K Hold
245
– – ﹤0.01% 271
2021
Q2 		$57K Hold
245
– – ﹤0.01% 267
2021
Q1 		$55K Hold
245
– – ﹤0.01% 193
2020
Q4 		$53K Buy
+245
New +$53.3K ﹤0.01% 66

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

MD Financial Management's MCD Position: Q4 2021 in Review

MD Financial Management held its McDonald's (MCD) position steady in Q4 2021 at 245 shares worth $66K. The position accounts for ﹤0.01% of the portfolio, ranked #281.

MD Financial Management first reported a position in MCD in Q4 2020 and has held it in 5 quarters since. 2,795 funds tracked by Wall St. Rank hold MCD as of Q4 2021.

  • MD Financial Management held 245 shares of McDonald's worth $66K as of Q4 2021.
  • MD Financial Management left its McDonald's share count unchanged in Q4 2021.
  • McDonald's made up ﹤0.01% of MD Financial Management's portfolio in Q4 2021, its #281 holding.
  • MD Financial Management first reported a position in McDonald's in Q4 2020 and has held it in 5 quarters since.
  • 2,795 funds tracked by Wall St. Rank held McDonald's as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.