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Pinnacle Private Wealth’s McDonald's MCD Stock Holding History

Pinnacle Private Wealth’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
2022
Q2 		$1.35M Buy
5,456
+158
+3% +$38.9K 0.53% 47
2022
Q1 		$1.31M Buy
5,298
+68
+1% +$16.9K 0.41% 56
2021
Q4 		$1.4M Buy
+5,230
New +$1.32M 0.44% 58

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Pinnacle Private Wealth's MCD Position: Q2 2022 in Review

Pinnacle Private Wealth increased its McDonald's (MCD) stake by 3% in Q2 2022, buying an estimated $38.9K and bringing the position to 5,456 shares worth $1.35M. The position accounts for 0.53% of the portfolio, ranked #47.

Pinnacle Private Wealth first reported a position in MCD in Q4 2021 and has held it in 3 quarters since. The position peaked at $1.4M in Q4 2021. 2,720 funds tracked by Wall St. Rank hold MCD as of Q2 2022.

  • Pinnacle Private Wealth held 5,456 shares of McDonald's worth $1.35M as of Q2 2022.
  • Pinnacle Private Wealth bought 158 McDonald's shares in Q2 2022, an estimated $38.9K.
  • McDonald's made up 0.53% of Pinnacle Private Wealth's portfolio in Q2 2022, its #47 holding.
  • Pinnacle Private Wealth first reported a position in McDonald's in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's McDonald's position peaked at $1.4M in Q4 2021.
  • 2,720 funds tracked by Wall St. Rank held McDonald's as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.