Minot Wealth Management’s McDonald's MCD Stock Holding History

Minot Wealth 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	$4.2M	Sell	17,019 -530	-3%	-$131K	1.08%	28
2022 Q1	$4.34M	Sell	17,549 -627	-3%	-$156K	0.93%	28
2021 Q4	$4.87M	Buy	18,176 +279	+2%	+$70.4K	0.94%	32
2021 Q3	$4.32M	Buy	17,897 +545	+3%	+$130K	0.93%	32
2021 Q2	$4.1M	Buy	17,352 +1,051	+6%	+$245K	0.9%	33
2021 Q1	$3.65M	Sell	16,301 -45	-0.3%	-$9.62K	0.93%	35
2020 Q4	$3.51M	Buy	16,346 +3,050	+23%	+$663K	1.05%	38
2020 Q3	$2.92M	Buy	13,296 +3,607	+37%	+$741K	1.1%	37
2020 Q2	$1.79M	Buy	9,689 +1,742	+22%	+$319K	0.89%	47
2020 Q1	$1.31M	Sell	7,947 -535	-6%	-$105K	0.94%	38
2019 Q4	$1.79M	Buy	+8,482	New	+$1.68M	0.82%	41

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

Minot Wealth Management's MCD Position: Q2 2022 in Review

Minot Wealth Management reduced its McDonald's (MCD) stake by 3% in Q2 2022, selling an estimated $131K and leaving 17,019 shares worth $4.2M. The position accounts for 1.08% of the portfolio, ranked #28.

Minot Wealth Management first reported a position in MCD in Q4 2019 and has held it in 11 quarters since. The position peaked at $4.87M in Q4 2021. 2,719 funds tracked by Wall St. Rank hold MCD as of Q2 2022.

Minot Wealth Management held 17,019 shares of McDonald's worth $4.2M as of Q2 2022.
Minot Wealth Management sold 530 McDonald's shares in Q2 2022, an estimated $131K.
McDonald's made up 1.08% of Minot Wealth Management's portfolio in Q2 2022, its #28 holding.
Minot Wealth Management first reported a position in McDonald's in Q4 2019 and has held it in 11 quarters since.
Minot Wealth Management's McDonald's position peaked at $4.87M in Q4 2021.
2,719 funds tracked by Wall St. Rank held McDonald's as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.