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Mercer Capital Advisers’s McDonald's MCD Stock Holding History

Mercer Capital Advisers’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 		$1.34M Sell
5,564
-750
-12% -$179K 0.72% 24
2021
Q2 		$1.46M Sell
6,314
-200
-3% -$46.5K 0.73% 25
2021
Q1 		$1.46M Sell
6,514
-815
-11% -$174K 0.78% 25
2020
Q4 		$1.57M Hold
7,329
– – 0.87% 22
2020
Q3 		$1.61M Hold
7,329
– – 0.99% 21
2020
Q2 		$1.35M Hold
7,329
– – 0.86% 23
2020
Q1 		$1.21M Sell
7,329
-100
-1% -$19.7K 0.89% 23
2019
Q4 		$1.47M Hold
7,429
– – 0.88% 24
2019
Q3 		$1.59M Hold
7,429
– – 1.02% 23
2019
Q2 		$1.54M Buy
7,429
+1
+0% +$198 1% 21
2019
Q1 		$1.41M Hold
7,428
– – 0.95% 25
2018
Q4 		$1.32M Sell
7,428
-100
-1% -$17.7K 0.98% 24
2018
Q3 		$1.26M Sell
7,528
-19
-0.3% -$3.04K 0.84% 26
2018
Q2 		$1.18M Hold
7,547
– – 0.85% 28
2018
Q1 		$1.18M Hold
7,547
– – 0.87% 26
2017
Q4 		$1.3M Sell
7,547
-600
-7% -$101K 0.94% 23
2017
Q3 		$1.28M Sell
8,147
-32
-0.4% -$5.01K 0.95% 23
2017
Q2 		$1.25M Buy
8,179
+7
+0.1% +$1.01K 0.94% 24
2017
Q1 		$1.06M Sell
8,172
-41
-0.5% -$5.14K 0.81% 25
2016
Q4 		$1M Sell
8,213
-67
-0.8% -$7.86K 0.8% 24
2016
Q3 		$955K Buy
8,280
+9
+0.1% +$1.07K 0.77% 26
2016
Q2 		$995K Sell
8,271
-293
-3% -$36.7K 0.81% 24
2016
Q1 		$1.08M Sell
8,564
-17
-0.2% -$2.03K 0.92% 22
2015
Q4 		$1.01M Buy
8,581
+408
+5% +$45.6K 0.89% 22
2015
Q3 		$805K Sell
8,173
-169
-2% -$16.5K 0.75% 25
2015
Q2 		$793K Buy
8,342
+6
+0.1% +$580 0.71% 28
2015
Q1 		$812K Sell
8,336
-145
-2% -$13.8K 0.73% 26
2014
Q4 		$795K Buy
+8,481
New +$794K 0.7% 25

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

Mercer Capital Advisers's MCD Position: Q3 2021 in Review

Mercer Capital Advisers reduced its McDonald's (MCD) stake by 12% in Q3 2021, selling an estimated $179K and leaving 5,564 shares worth $1.34M. The position accounts for 0.72% of the portfolio, ranked #24.

Mercer Capital Advisers first reported a position in MCD in Q4 2014 and has held it in 28 quarters since. The position peaked at $1.61M in Q3 2020. 2,517 funds tracked by Wall St. Rank hold MCD as of Q3 2021.

  • Mercer Capital Advisers held 5,564 shares of McDonald's worth $1.34M as of Q3 2021.
  • Mercer Capital Advisers sold 750 McDonald's shares in Q3 2021, an estimated $179K.
  • McDonald's made up 0.72% of Mercer Capital Advisers's portfolio in Q3 2021, its #24 holding.
  • Mercer Capital Advisers first reported a position in McDonald's in Q4 2014 and has held it in 28 quarters since.
  • Mercer Capital Advisers's McDonald's position peaked at $1.61M in Q3 2020.
  • 2,517 funds tracked by Wall St. Rank held McDonald's as of Q3 2021.

Based on Mercer Capital Advisers's 13F filing for Q3 2021, filed 27 Oct 2021.