Parisi Gray Wealth Management’s McDonald's MCD Stock Holding History

Parisi Gray Wealth 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	–	Sell	-356	Closed	-$82K	–	362
2021 Q2	$82K	Buy	+356	New	+$82.8K	0.03%	238
2019 Q2	–	Sell	-354	Closed	-$67K	–	301
2019 Q1	$67K	Buy	354 +20	+6%	+$3.63K	0.04%	179
2018 Q4	$59K	Hold	334	–	–	0.04%	185
2018 Q3	$56K	Sell	334 -93	-22%	-$14.9K	0.03%	208
2018 Q2	$68K	Sell	427 -5	-1%	-$811	0.05%	187
2018 Q1	$69K	Buy	432 +5	+1%	+$823	0.05%	175
2017 Q4	$74K	Buy	+427	New	+$71.7K	0.06%	168

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

Parisi Gray Wealth Management's MCD Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of McDonald's (MCD) in Q3 2021, closing a stake of 356 shares — an estimated $82K sold.

Parisi Gray Wealth Management first reported a position in MCD in Q4 2017 and held it in 7 quarters. The position peaked at $82K in Q2 2021. 2,517 funds tracked by Wall St. Rank hold MCD as of Q3 2021.

Parisi Gray Wealth Management reported no remaining McDonald's position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 356 McDonald's shares in Q3 2021, an estimated $82K.
Parisi Gray Wealth Management first reported a position in McDonald's in Q4 2017 and held it in 7 quarters.
Parisi Gray Wealth Management's McDonald's position peaked at $82K in Q2 2021.
2,517 funds tracked by Wall St. Rank held McDonald's as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.