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

Next 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
Q4 		$1.37M Buy
5,118
+148
+3% +$37.4K 0.09% 250
2021
Q3 		$1.2M Buy
4,970
+786
+19% +$188K 0.09% 235
2021
Q2 		$966K Buy
4,184
+246
+6% +$57.2K 0.08% 269
2021
Q1 		$883K Sell
3,938
-81
-2% -$17.3K 0.08% 265
2020
Q4 		$862K Buy
4,019
+119
+3% +$25.9K 0.08% 245
2020
Q3 		$856K Sell
3,900
-694
-15% -$142K 0.09% 223
2020
Q2 		$847K Sell
4,594
-438
-9% -$80.3K 0.1% 216
2020
Q1 		$832K Buy
5,032
+972
+24% +$192K 0.11% 186
2019
Q4 		$802K Sell
4,060
-1,290
-24% -$256K 0.08% 263
2019
Q3 		$1.15M Buy
5,350
+548
+11% +$117K 0.12% 216
2019
Q2 		$997K Buy
4,802
+2,560
+114% +$507K 0.11% 229
2019
Q1 		$426K Sell
2,242
-2,789
-55% -$506K 0.11% 144
2018
Q4 		$893K Buy
5,031
+1,808
+56% +$321K 0.19% 139
2018
Q3 		$539K Sell
3,223
-2,005
-38% -$321K 0.25% 90
2018
Q2 		$819K Sell
5,228
-1,260
-19% -$204K 0.31% 85
2018
Q1 		$1.01M Buy
6,488
+329
+5% +$54.1K 0.21% 122
2017
Q4 		$1.06M Sell
6,159
-3,790
-38% -$636K 0.45% 67
2017
Q3 		$1.65M Sell
9,949
-4,345
-30% -$681K 0.46% 51
2017
Q2 		$2.19M Sell
14,294
-245
-2% -$35.4K 0.54% 33
2017
Q1 		$2.03M Sell
14,539
-6,228
-30% -$781K 0.57% 35
2016
Q4 		$2.53M Sell
20,767
-174
-0.8% -$20.4K 0.44% 37
2016
Q3 		$2.42M Buy
20,941
+5,616
+37% +$665K 0.44% 37
2016
Q2 		$1.84M Buy
15,325
+544
+4% +$68.1K 0.59% 31
2016
Q1 		$1.86M Sell
14,781
-196
-1% -$23.4K 0.65% 28
2015
Q4 		$1.77M Sell
14,977
-244
-2% -$27.3K 0.66% 25
2015
Q3 		$1.5M Sell
15,221
-2,040
-12% -$199K 0.54% 38
2015
Q2 		$1.64M Sell
17,261
-2,692
-13% -$260K 0.57% 32
2015
Q1 		$1.94M Sell
19,953
-2,290
-10% -$217K 0.62% 31
2014
Q4 		$2.08M Sell
22,243
-11,237
-34% -$1.05M 0.69% 24
2014
Q3 		$3.17M Buy
33,480
+33,456
+139,400% +$3.19M 0.63% 19
2014
Q2 		$2K Buy
+24
New +$2.42K ﹤0.01% 1074

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

Next Financial Group's MCD Position: Q4 2021 in Review

Next Financial Group increased its McDonald's (MCD) stake by 3% in Q4 2021, buying an estimated $37.4K and bringing the position to 5,118 shares worth $1.37M. The position accounts for 0.09% of the portfolio, ranked #250.

Next Financial Group first reported a position in MCD in Q2 2014 and has held it in 31 quarters since. The position peaked at $3.17M in Q3 2014. 2,795 funds tracked by Wall St. Rank hold MCD as of Q4 2021.

  • Next Financial Group held 5,118 shares of McDonald's worth $1.37M as of Q4 2021.
  • Next Financial Group bought 148 McDonald's shares in Q4 2021, an estimated $37.4K.
  • McDonald's made up 0.09% of Next Financial Group's portfolio in Q4 2021, its #250 holding.
  • Next Financial Group first reported a position in McDonald's in Q2 2014 and has held it in 31 quarters since.
  • Next Financial Group's McDonald's position peaked at $3.17M in Q3 2014.
  • 2,795 funds tracked by Wall St. Rank held McDonald's as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.