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Perpetual Investment Management’s McDonald's MCD Stock Holding History

Perpetual Investment 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
Q2 		– Sell
-3,340
Closed -$747K – 232
2021
Q1 		$747K Hold
3,340
– – 0.12% 103
2020
Q4 		$707K Buy
+3,340
New +$726K 0.1% 124

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

Perpetual Investment Management's MCD Position: Q2 2021 in Review

Perpetual Investment Management sold out of McDonald's (MCD) in Q2 2021, closing a stake of 3,340 shares — an estimated $747K sold.

Perpetual Investment Management first reported a position in MCD in Q4 2020 and held it in 2 quarters. The position peaked at $747K in Q1 2021. 2,526 funds tracked by Wall St. Rank hold MCD as of Q2 2021.

  • Perpetual Investment Management reported no remaining McDonald's position as of Q2 2021 after selling out during the quarter.
  • Perpetual Investment Management sold 3,340 McDonald's shares in Q2 2021, an estimated $747K.
  • Perpetual Investment Management first reported a position in McDonald's in Q4 2020 and held it in 2 quarters.
  • Perpetual Investment Management's McDonald's position peaked at $747K in Q1 2021.
  • 2,526 funds tracked by Wall St. Rank held McDonald's as of Q2 2021.

Based on Perpetual Investment Management's 13F filing for Q2 2021, filed 16 Aug 2021.