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

Optimal 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 		$3.63M Buy
15,062
+23
+0.2% +$5.49K 0.45% 75
2021
Q2 		$3.47M Buy
15,039
+1
+0% +$233 0.41% 83
2021
Q1 		$3.37M Buy
15,038
+1,500
+11% +$321K 0.44% 72
2020
Q4 		$2.9M Sell
13,538
-4
-0% -$870 0.41% 71
2020
Q3 		$2.97M Buy
13,542
+879
+7% +$180K 0.43% 68
2020
Q2 		$2.34M Sell
12,663
-12,800
-50% -$2.35M 0.38% 88
2020
Q1 		$4.21K Buy
25,463
+11,812
+87% +$2.33M 0.39% 79
2019
Q4 		$2.7M Buy
+13,651
New +$2.71M 0.41% 74

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

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

Optimal Asset Management increased its McDonald's (MCD) stake by 0.15% in Q3 2021, buying an estimated $5.49K and bringing the position to 15,062 shares worth $3.63M. The position accounts for 0.45% of the portfolio, ranked #75.

Optimal Asset Management first reported a position in MCD in Q4 2019 and has held it in 8 quarters since. 2,517 funds tracked by Wall St. Rank hold MCD as of Q3 2021.

  • Optimal Asset Management held 15,062 shares of McDonald's worth $3.63M as of Q3 2021.
  • Optimal Asset Management bought 23 McDonald's shares in Q3 2021, an estimated $5.49K.
  • McDonald's made up 0.45% of Optimal Asset Management's portfolio in Q3 2021, its #75 holding.
  • Optimal Asset Management first reported a position in McDonald's in Q4 2019 and has held it in 8 quarters since.
  • 2,517 funds tracked by Wall St. Rank held McDonald's as of Q3 2021.

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