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Permanens Capital’s McDonald's MCD Stock Holding History

Permanens Capital’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
-292
Closed -$67K – 82
2021
Q2 		$67K Sell
292
-27,416
-99% -$6.38M 0.01% 60
2021
Q1 		$6.21M Buy
27,708
+4,724
+21% +$1.01M 1.28% 18
2020
Q4 		$4.93M Buy
22,984
+21,492
+1,440% +$4.67M 1.04% 24
2020
Q3 		$327K Buy
1,492
+550
+58% +$113K 0.11% 33
2020
Q2 		$174K Buy
+942
New +$173K 0.07% 38

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Permanens Capital's MCD Position: Q3 2021 in Review

Permanens Capital sold out of McDonald's (MCD) in Q3 2021, closing a stake of 292 shares — an estimated $67K sold.

Permanens Capital first reported a position in MCD in Q2 2020 and held it in 5 quarters. The position peaked at $6.21M in Q1 2021. 2,518 funds tracked by Wall St. Rank hold MCD as of Q3 2021.

  • Permanens Capital reported no remaining McDonald's position as of Q3 2021 after selling out during the quarter.
  • Permanens Capital sold 292 McDonald's shares in Q3 2021, an estimated $67K.
  • Permanens Capital first reported a position in McDonald's in Q2 2020 and held it in 5 quarters.
  • Permanens Capital's McDonald's position peaked at $6.21M in Q1 2021.
  • 2,518 funds tracked by Wall St. Rank held McDonald's as of Q3 2021.

Based on Permanens Capital's 13F filing for Q3 2021, filed 12 Nov 2021.