Monetta Financial Services’s McDonald's MCD Stock Holding History

Monetta Financial Services’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	-2,000	Closed	-$495K	–	70
2022 Q1	$495K	Buy	+2,000	New	+$498K	0.41%	50
2020 Q4	–	Sell	-5,000	Closed	-$1.1M	–	42
2020 Q3	$1.1M	Hold	5,000	–	–	0.93%	27
2020 Q2	$922K	Hold	5,000	–	–	0.81%	28
2020 Q1	$827K	Hold	5,000	–	–	0.85%	27
2019 Q4	$988K	Hold	5,000	–	–	0.74%	30
2019 Q3	$1.07M	Buy	+5,000	New	+$1.07M	0.77%	27
2016 Q2	–	Sell	-17,000	Closed	-$2.14M	–	90
2016 Q1	$2.14M	Hold	17,000	–	–	1.33%	24
2015 Q4	$2.01M	Buy	17,000 +5,000	+42%	+$559K	1.18%	19
2015 Q3	$1.18M	Buy	+12,000	New	+$1.17M	0.73%	46
2014 Q1	–	Sell	-7,000	Closed	-$679K	–	82
2013 Q4	$679K	Sell	7,000 -7,000	-50%	-$673K	0.39%	60
2013 Q3	$1.35M	Sell	14,000 -5,000	-26%	-$488K	1.04%	43
2013 Q2	$1.88M	Buy	+19,000	New	+$1.9M	1.68%	21

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

Monetta Financial Services's MCD Position: Q2 2022 in Review

Monetta Financial Services sold out of McDonald's (MCD) in Q2 2022, closing a stake of 2,000 shares — an estimated $495K sold.

Monetta Financial Services first reported a position in MCD in Q2 2013 and held it in 12 quarters. The position peaked at $2.14M in Q1 2016. 2,719 funds tracked by Wall St. Rank hold MCD as of Q2 2022.

Monetta Financial Services reported no remaining McDonald's position as of Q2 2022 after selling out during the quarter.
Monetta Financial Services sold 2,000 McDonald's shares in Q2 2022, an estimated $495K.
Monetta Financial Services first reported a position in McDonald's in Q2 2013 and held it in 12 quarters.
Monetta Financial Services's McDonald's position peaked at $2.14M in Q1 2016.
2,719 funds tracked by Wall St. Rank held McDonald's as of Q2 2022.

Based on Monetta Financial Services's 13F filing for Q2 2022, filed 11 Aug 2022.