Monumental Financial Group’s McDonald's MCD Stock Holding History

Monumental Financial Group’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	–	Sell	-150	Closed	-$35K	–	63
2021 Q2	$35K	Buy	+150	New	+$34.9K	0.03%	51

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Monumental Financial Group's MCD Position: Q3 2021 in Review

Monumental Financial Group sold out of McDonald's (MCD) in Q3 2021, closing a stake of 150 shares — an estimated $35K sold.

Monumental Financial Group first reported a position in MCD in Q2 2021 and held it in 1 quarter. The position peaked at $35K in Q2 2021. 2,519 funds tracked by Wall St. Rank hold MCD as of Q3 2021.

Monumental Financial Group reported no remaining McDonald's position as of Q3 2021 after selling out during the quarter.
Monumental Financial Group sold 150 McDonald's shares in Q3 2021, an estimated $35K.
Monumental Financial Group first reported a position in McDonald's in Q2 2021 and held it in 1 quarter.
Monumental Financial Group's McDonald's position peaked at $35K in Q2 2021.
2,519 funds tracked by Wall St. Rank held McDonald's as of Q3 2021.

Based on Monumental Financial Group's 13F filing for Q3 2021, filed 18 Oct 2021.