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Personal Wealth Partners’s McDonald's MCD Stock Holding History

Personal Wealth Partners’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
-386
Closed -$89K – 263
2021
Q2 		$89K Buy
+386
New +$89.8K 0.04% 122
2020
Q1 		– Sell
-396
Closed -$78K – 375
2019
Q4 		$78K Hold
396
– – 0.03% 120
2019
Q3 		$85K Buy
396
+24
+6% +$5.14K 0.04% 110
2019
Q2 		$77K Buy
+372
New +$73.7K 0.04% 101

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

Personal Wealth Partners's MCD Position: Q3 2021 in Review

Personal Wealth Partners sold out of McDonald's (MCD) in Q3 2021, closing a stake of 386 shares — an estimated $89K sold.

Personal Wealth Partners first reported a position in MCD in Q2 2019 and held it in 4 quarters. The position peaked at $89K in Q2 2021. 2,517 funds tracked by Wall St. Rank hold MCD as of Q3 2021.

  • Personal Wealth Partners reported no remaining McDonald's position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 386 McDonald's shares in Q3 2021, an estimated $89K.
  • Personal Wealth Partners first reported a position in McDonald's in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's McDonald's position peaked at $89K in Q2 2021.
  • 2,517 funds tracked by Wall St. Rank held McDonald's as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.