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Private Capital Group’s McDonald's MCD Stock Holding History

Private Capital Group’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 		$279K Sell
1,131
-880
-44% -$217K 0.21% 87
2022
Q1 		$497K Sell
2,011
-9
-0.4% -$2.24K 0.11% 114
2021
Q4 		$542K Sell
2,020
-41
-2% -$10.4K 0.11% 112
2021
Q3 		$497K Buy
2,061
+461
+29% +$110K 0.11% 119
2021
Q2 		$370K Sell
1,600
-22
-1% -$5.12K 0.08% 149
2021
Q1 		$364K Sell
1,622
-952
-37% -$204K 0.09% 135
2020
Q4 		$552K Sell
2,574
-255
-9% -$55.5K 0.1% 150
2020
Q3 		$621K Sell
2,829
-356
-11% -$73.1K 0.13% 126
2020
Q2 		$588K Buy
3,185
+101
+3% +$18.5K 0.13% 123
2020
Q1 		$510K Sell
3,084
-82
-3% -$16.2K 0.13% 119
2019
Q4 		$625K Sell
3,166
-382
-11% -$75.8K 0.13% 104
2019
Q3 		$762K Buy
3,548
+463
+15% +$99.3K 0.14% 105
2019
Q2 		$483K Sell
3,085
-510
-14% -$101K 0.11% 122
2019
Q1 		$683K Sell
3,595
-367
-9% -$66.6K 0.13% 108
2018
Q4 		$703K Buy
3,962
+545
+16% +$96.7K 0.15% 104
2018
Q3 		$571K Buy
3,417
+68
+2% +$10.9K 0.11% 128
2018
Q2 		$524K Buy
3,349
+52
+2% +$8.43K 0.11% 123
2018
Q1 		$516K Buy
3,297
+1,257
+62% +$207K 0.11% 125
2017
Q4 		$351 Buy
+2,040
New +$343K 0.08% 159

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Private Capital Group's MCD Position: Q2 2022 in Review

Private Capital Group reduced its McDonald's (MCD) stake by 44% in Q2 2022, selling an estimated $217K and leaving 1,131 shares worth $279K. The position accounts for 0.21% of the portfolio, ranked #87.

Private Capital Group first reported a position in MCD in Q4 2017 and has held it in 19 quarters since. The position peaked at $762K in Q3 2019. 2,719 funds tracked by Wall St. Rank hold MCD as of Q2 2022.

  • Private Capital Group held 1,131 shares of McDonald's worth $279K as of Q2 2022.
  • Private Capital Group sold 880 McDonald's shares in Q2 2022, an estimated $217K.
  • McDonald's made up 0.21% of Private Capital Group's portfolio in Q2 2022, its #87 holding.
  • Private Capital Group first reported a position in McDonald's in Q4 2017 and has held it in 19 quarters since.
  • Private Capital Group's McDonald's position peaked at $762K in Q3 2019.
  • 2,719 funds tracked by Wall St. Rank held McDonald's as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.