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Paradigm Financial Advisors’s McDonald's MCD Stock Holding History

Paradigm Financial Advisors’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 		$215K Buy
+803
New +$203K 0.05% 199
2014
Q2 		– Sell
-1,073
Closed -$105K – 155
2014
Q1 		$105K Sell
1,073
-636
-37% -$60.8K 0.1% 93
2013
Q4 		$166K Buy
+1,709
New +$164K 0.16% 79

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

Paradigm Financial Advisors's MCD Position: Q4 2021 in Review

Paradigm Financial Advisors opened a new position in McDonald's (MCD) in Q4 2021: 803 shares worth $215K. The stake represents 0.05% of the portfolio and ranks #199 among its holdings. This is a return to the name: Paradigm Financial Advisors previously reported a position in MCD as recently as Q1 2014.

Paradigm Financial Advisors first reported a position in MCD in Q4 2013 and has held it in 3 quarters since. 2,795 funds tracked by Wall St. Rank hold MCD as of Q4 2021.

  • Paradigm Financial Advisors held 803 shares of McDonald's worth $215K as of Q4 2021.
  • McDonald's was a new Paradigm Financial Advisors position in Q4 2021.
  • McDonald's made up 0.05% of Paradigm Financial Advisors's portfolio in Q4 2021, its #199 holding.
  • Paradigm Financial Advisors first reported a position in McDonald's in Q4 2013 and has held it in 3 quarters since.
  • 2,795 funds tracked by Wall St. Rank held McDonald's as of Q4 2021.

Based on Paradigm Financial Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.