MAFM
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Mid Atlantic Financial Management’s McDonald's MCD Stock Holding History

Mid Atlantic 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
Q3 		$3.65M Buy
15,160
+724
+5% +$173K 0.24% 89
2021
Q2 		$3.33M Buy
14,436
+1,042
+8% +$242K 0.22% 95
2021
Q1 		$3M Sell
13,394
-926
-6% -$198K 0.22% 102
2020
Q4 		$3.07M Buy
14,320
+194
+1% +$42.2K 0.24% 94
2020
Q3 		$3.01M Sell
14,126
-389
-3% -$79.9K 0.26% 88
2020
Q2 		$2.68M Sell
14,515
-2,523
-15% -$463K 0.26% 84
2020
Q1 		$2.82M Buy
17,038
+1,806
+12% +$356K 0.32% 72
2019
Q4 		$3.01M Buy
15,232
+3,405
+29% +$675K 0.28% 82
2019
Q3 		$2.54M Sell
11,827
-504
-4% -$108K 0.27% 70
2019
Q2 		$2.56M Buy
12,331
+1,390
+13% +$275K 0.27% 78
2019
Q1 		$2.08M Buy
10,941
+1,319
+14% +$239K 0.23% 92
2018
Q4 		$1.71M Buy
+9,622
New +$1.71M 0.21% 110

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

Mid Atlantic Financial Management's MCD Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its McDonald's (MCD) stake by 5% in Q3 2021, buying an estimated $173K and bringing the position to 15,160 shares worth $3.65M. The position accounts for 0.24% of the portfolio, ranked #89.

Mid Atlantic Financial Management first reported a position in MCD in Q4 2018 and has held it in 12 quarters since. 2,517 funds tracked by Wall St. Rank hold MCD as of Q3 2021.

  • Mid Atlantic Financial Management held 15,160 shares of McDonald's worth $3.65M as of Q3 2021.
  • Mid Atlantic Financial Management bought 724 McDonald's shares in Q3 2021, an estimated $173K.
  • McDonald's made up 0.24% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #89 holding.
  • Mid Atlantic Financial Management first reported a position in McDonald's in Q4 2018 and has held it in 12 quarters since.
  • 2,517 funds tracked by Wall St. Rank held McDonald's as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.