Nachman Norwood & Parrott’s McDonald's MCD Stock Holding History

Nachman Norwood & Parrott’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 Q2	$1.84M	Sell	7,985 -120	-1%	-$27.9K	0.19%	90
2021 Q1	$1.82M	Sell	8,105 -218	-3%	-$46.6K	0.2%	89
2020 Q4	$1.79M	Buy	8,323 +335	+4%	+$72.8K	0.21%	86
2020 Q3	$1.75M	Sell	7,988 -19	-0.2%	-$3.9K	0.24%	80
2020 Q2	$1.48M	Buy	8,007 +73	+0.9%	+$13.4K	0.24%	81
2020 Q1	$1.31M	Buy	7,934 +670	+9%	+$132K	0.27%	74
2019 Q4	$1.44M	Buy	7,264 +8	+0.1%	+$1.59K	0.24%	80
2019 Q3	$1.56M	Hold	7,256	–	–	0.28%	75
2019 Q2	$1.51M	Sell	7,256 -2	-0%	-$396	0.27%	73
2019 Q1	$1.38M	Sell	7,258 -73	-1%	-$13.2K	0.26%	78
2018 Q4	$1.3M	Buy	+7,331	New	+$1.3M	0.27%	78

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Nachman Norwood & Parrott's MCD Position: Q2 2021 in Review

Nachman Norwood & Parrott reduced its McDonald's (MCD) stake by 1.5% in Q2 2021, selling an estimated $27.9K and leaving 7,985 shares worth $1.84M. The position accounts for 0.19% of the portfolio, ranked #90.

Nachman Norwood & Parrott first reported a position in MCD in Q4 2018 and has held it in 11 quarters since. 2,527 funds tracked by Wall St. Rank hold MCD as of Q2 2021.

Nachman Norwood & Parrott held 7,985 shares of McDonald's worth $1.84M as of Q2 2021.
Nachman Norwood & Parrott sold 120 McDonald's shares in Q2 2021, an estimated $27.9K.
McDonald's made up 0.19% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #90 holding.
Nachman Norwood & Parrott first reported a position in McDonald's in Q4 2018 and has held it in 11 quarters since.
2,527 funds tracked by Wall St. Rank held McDonald's as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.