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Pantheon Investment Group’s McDonald's MCD Stock Holding History

Pantheon Investment 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 		$1.9M Sell
7,079
-220
-3% -$55.5K 1.5% 21
2021
Q3 		$1.75M Sell
7,299
-283
-4% -$67.5K 1.5% 23
2021
Q2 		$1.75M Sell
7,582
-264
-3% -$61.4K 1.47% 24
2021
Q1 		$1.76M Buy
7,846
+1,327
+20% +$284K 1.69% 20
2020
Q4 		$1.4M Sell
6,519
-421
-6% -$91.5K 1.53% 23
2020
Q3 		$1.52M Sell
6,940
-983
-12% -$202K 1.81% 17
2020
Q2 		$1.46M Sell
7,923
-1,152
-13% -$211K 1.84% 17
2020
Q1 		$1.51M Buy
9,075
+1,963
+28% +$387K 2.26% 16
2019
Q4 		$1.42M Buy
+7,112
New +$1.41M 1.33% 24

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

Pantheon Investment Group's MCD Position: Q4 2021 in Review

Pantheon Investment Group reduced its McDonald's (MCD) stake by 3% in Q4 2021, selling an estimated $55.5K and leaving 7,079 shares worth $1.9M. The position accounts for 1.5% of the portfolio, ranked #21.

Pantheon Investment Group first reported a position in MCD in Q4 2019 and has held it in 9 quarters since. 2,795 funds tracked by Wall St. Rank hold MCD as of Q4 2021.

  • Pantheon Investment Group held 7,079 shares of McDonald's worth $1.9M as of Q4 2021.
  • Pantheon Investment Group sold 220 McDonald's shares in Q4 2021, an estimated $55.5K.
  • McDonald's made up 1.5% of Pantheon Investment Group's portfolio in Q4 2021, its #21 holding.
  • Pantheon Investment Group first reported a position in McDonald's in Q4 2019 and has held it in 9 quarters since.
  • 2,795 funds tracked by Wall St. Rank held McDonald's as of Q4 2021.

Based on Pantheon Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.