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Mosaic Family Wealth’s McDonald's MCD Stock Holding History

Mosaic Family Wealth’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
Q4 		$1.76M Buy
6,579
+21
+0.3% +$5.3K 0.46% 33
2021
Q3 		$1.58M Sell
6,558
-16
-0.2% -$3.82K 0.44% 37
2021
Q2 		$1.52M Sell
6,574
-14
-0.2% -$3.26K 0.44% 35
2021
Q1 		$1.48M Buy
6,588
+27
+0.4% +$5.77K 0.43% 37
2020
Q4 		$1.41M Buy
6,561
+115
+2% +$25K 0.47% 35
2020
Q3 		$1.42M Sell
6,446
-2
-0% -$411 0.53% 30
2020
Q2 		$1.19M Sell
6,448
-57
-0.9% -$10.5K 0.49% 30
2020
Q1 		$1.08M Sell
6,505
-45
-0.7% -$8.87K 0.55% 30
2019
Q4 		$1.29M Sell
6,550
-634
-9% -$126K 0.52% 29
2019
Q3 		$1.54M Buy
7,184
+171
+2% +$36.7K 0.64% 24
2019
Q2 		$1.46M Buy
7,013
+356
+5% +$70.5K 0.61% 25
2019
Q1 		$1.26M Sell
6,657
-9
-0.1% -$1.63K 0.51% 25
2018
Q4 		$1.18M Buy
6,666
+8
+0.1% +$1.42K 0.49% 30
2018
Q3 		$1.23M Buy
6,658
+449
+7% +$72K 0.5% 29
2018
Q2 		$973K Sell
6,209
-78
-1% -$12.6K 0.37% 41
2018
Q1 		$983K Buy
6,287
+91
+1% +$15K 0.36% 43
2017
Q4 		$1.07M Sell
6,196
-983
-14% -$165K 0.39% 41
2017
Q3 		$1.12M Buy
7,179
+57
+0.8% +$8.93K 0.44% 35
2017
Q2 		$1.09M Sell
7,122
-26
-0.4% -$3.76K 0.46% 33
2017
Q1 		$926K Sell
7,148
-22
-0.3% -$2.76K 0.4% 47
2016
Q4 		$873K Buy
7,170
+27
+0.4% +$3.17K 0.4% 44
2016
Q3 		$824K Buy
7,143
+211
+3% +$25K 0.38% 50
2016
Q2 		$835K Buy
6,932
+100
+1% +$12.5K 0.4% 43
2016
Q1 		$858K Sell
6,832
-225
-3% -$26.9K 0.41% 44
2015
Q4 		$833K Buy
+7,057
New +$789K 0.37% 49

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

Mosaic Family Wealth's MCD Position: Q4 2021 in Review

Mosaic Family Wealth increased its McDonald's (MCD) stake by 0.32% in Q4 2021, buying an estimated $5.3K and bringing the position to 6,579 shares worth $1.76M. The position accounts for 0.46% of the portfolio, ranked #33.

Mosaic Family Wealth first reported a position in MCD in Q4 2015 and has held it in 25 quarters since. 2,796 funds tracked by Wall St. Rank hold MCD as of Q4 2021.

  • Mosaic Family Wealth held 6,579 shares of McDonald's worth $1.76M as of Q4 2021.
  • Mosaic Family Wealth bought 21 McDonald's shares in Q4 2021, an estimated $5.3K.
  • McDonald's made up 0.46% of Mosaic Family Wealth's portfolio in Q4 2021, its #33 holding.
  • Mosaic Family Wealth first reported a position in McDonald's in Q4 2015 and has held it in 25 quarters since.
  • 2,796 funds tracked by Wall St. Rank held McDonald's as of Q4 2021.

Based on Mosaic Family Wealth's 13F filing for Q4 2021, filed 25 Jan 2022.