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NuWave Investment Management’s McDonald's MCD Stock Holding History

NuWave Investment 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
2022
Q3 		$1.22M Buy
+5,270
New +$1.35M 1.39% 5
2021
Q3 		– Sell
-768
Closed -$177K – 380
2021
Q2 		$177K Sell
768
-90
-10% -$20.9K 0.2% 161
2021
Q1 		$192K Sell
858
-2,838
-77% -$607K 0.24% 142
2020
Q4 		$793K Buy
3,696
+3,690
+61,500% +$802K 1.04% 21
2020
Q3 		$1K Sell
6
-5,486
-100% -$1.13M ﹤0.01% 483
2020
Q2 		$1.03M Buy
+5,492
New +$1.01M 1.36% 17
2020
Q1 		– Sell
-2,292
Closed -$453K – 332
2019
Q4 		$453K Buy
2,292
+75
+3% +$14.9K 0.44% 81
2019
Q3 		$473K Buy
2,217
+1,821
+460% +$390K 0.47% 73
2019
Q2 		$82K Sell
396
-2,605
-87% -$516K 0.09% 185
2019
Q1 		$570K Sell
3,001
-384
-11% -$69.7K 0.67% 45
2018
Q4 		$601K Buy
3,385
+2,687
+385% +$477K 1.03% 20
2018
Q3 		$117K Buy
698
+671
+2,485% +$108K 0.18% 166
2018
Q2 		$4K Sell
27
-1,091
-98% -$177K 0.01% 247
2018
Q1 		$177K Buy
1,118
+173
+18% +$28.5K 0.28% 117
2017
Q4 		$162K Buy
+945
New +$159K 0.19% 150
2014
Q3 		$1K Sell
7
-608
-99% -$58K ﹤0.01% 255
2014
Q2 		$62K Buy
615
+584
+1,884% +$59K 0.16% 169
2014
Q1 		$3K Hold
31
– – 0.01% 261
2013
Q4 		$3K Sell
31
-2,593
-99% -$249K ﹤0.01% 276
2013
Q3 		$252K Buy
2,624
+2,534
+2,816% +$247K 0.23% 134
2013
Q2 		$9K Buy
+90
New +$9.01K 0.01% 265

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

NuWave Investment Management's MCD Position: Q3 2022 in Review

NuWave Investment Management opened a new position in McDonald's (MCD) in Q3 2022: 5,270 shares worth $1.22M. The stake represents 1.39% of the portfolio and ranks #5 among its holdings. This is a return to the name: NuWave Investment Management previously reported a position in MCD as recently as Q2 2021.

NuWave Investment Management first reported a position in MCD in Q2 2013 and has held it in 21 quarters since. 2,696 funds tracked by Wall St. Rank hold MCD as of Q3 2022.

  • NuWave Investment Management held 5,270 shares of McDonald's worth $1.22M as of Q3 2022.
  • McDonald's was a new NuWave Investment Management position in Q3 2022.
  • McDonald's made up 1.39% of NuWave Investment Management's portfolio in Q3 2022, its #5 holding.
  • NuWave Investment Management first reported a position in McDonald's in Q2 2013 and has held it in 21 quarters since.
  • 2,696 funds tracked by Wall St. Rank held McDonald's as of Q3 2022.

Based on NuWave Investment Management's 13F filing for Q3 2022, filed 21 Oct 2022.