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Newfound Research’s McDonald's MCD Stock Holding History

Newfound Research’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
Q3 		$67K Sell
289
-61
-17% -$15.6K 0.16% 95
2022
Q2 		$86K Sell
350
-160
-31% -$39.4K 0.18% 67
2022
Q1 		$126K Sell
510
-78
-13% -$19.4K 0.16% 72
2021
Q4 		$158K Buy
588
+103
+21% +$26K 0.19% 33
2021
Q3 		$117K Buy
485
+103
+27% +$24.6K 0.19% 23
2021
Q2 		$88K Buy
382
+20
+6% +$4.65K 0.17% 51
2021
Q1 		$81K Buy
362
+91
+34% +$19.5K 0.19% 37
2020
Q4 		$58K Buy
+271
New +$58.9K 0.15% 105

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Newfound Research's MCD Position: Q3 2022 in Review

Newfound Research reduced its McDonald's (MCD) stake by 17% in Q3 2022, selling an estimated $15.6K and leaving 289 shares worth $67K. The position accounts for 0.16% of the portfolio, ranked #95.

Newfound Research first reported a position in MCD in Q4 2020 and has held it in 8 quarters since. The position peaked at $158K in Q4 2021. 2,695 funds tracked by Wall St. Rank hold MCD as of Q3 2022.

  • Newfound Research held 289 shares of McDonald's worth $67K as of Q3 2022.
  • Newfound Research sold 61 McDonald's shares in Q3 2022, an estimated $15.6K.
  • McDonald's made up 0.16% of Newfound Research's portfolio in Q3 2022, its #95 holding.
  • Newfound Research first reported a position in McDonald's in Q4 2020 and has held it in 8 quarters since.
  • Newfound Research's McDonald's position peaked at $158K in Q4 2021.
  • 2,695 funds tracked by Wall St. Rank held McDonald's as of Q3 2022.

Based on Newfound Research's 13F filing for Q3 2022, filed 13 Oct 2022.