NorthCoast Asset Management’s McDonald's MCD Stock Holding History

NorthCoast Asset Management’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	$1.46M	Buy	6,041 +642	+12%	+$153K	0.05%	212
2021 Q2	$1.25M	Sell	5,399 -3,969	-42%	-$924K	0.04%	230
2021 Q1	$2.1M	Buy	9,368 +130	+1%	+$27.8K	0.09%	163
2020 Q4	$1.98M	Buy	9,238 +4,092	+80%	+$890K	0.09%	139
2020 Q3	$1.13M	Buy	5,146 +1,195	+30%	+$245K	0.06%	177
2020 Q2	$730K	Buy	3,951 +2,689	+213%	+$493K	0.04%	199
2020 Q1	$209K	Buy	+1,262	New	+$249K	0.01%	315

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

NorthCoast Asset Management's MCD Position: Q3 2021 in Review

NorthCoast Asset Management increased its McDonald's (MCD) stake by 12% in Q3 2021, buying an estimated $153K and bringing the position to 6,041 shares worth $1.46M. The position accounts for 0.05% of the portfolio, ranked #212.

NorthCoast Asset Management first reported a position in MCD in Q1 2020 and has held it in 7 quarters since. The position peaked at $2.1M in Q1 2021. 2,518 funds tracked by Wall St. Rank hold MCD as of Q3 2021.

NorthCoast Asset Management held 6,041 shares of McDonald's worth $1.46M as of Q3 2021.
NorthCoast Asset Management bought 642 McDonald's shares in Q3 2021, an estimated $153K.
McDonald's made up 0.05% of NorthCoast Asset Management's portfolio in Q3 2021, its #212 holding.
NorthCoast Asset Management first reported a position in McDonald's in Q1 2020 and has held it in 7 quarters since.
NorthCoast Asset Management's McDonald's position peaked at $2.1M in Q1 2021.
2,518 funds tracked by Wall St. Rank held McDonald's as of Q3 2021.

Based on NorthCoast Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.