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Professional Planning’s McDonald's MCD Stock Holding History

Professional Planning’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 		$1.2M Buy
4,970
+421
+9% +$100K 0.57% 34
2021
Q2 		$1.05M Buy
4,549
+450
+11% +$105K 0.48% 41
2021
Q1 		$918K Sell
4,099
-2,282
-36% -$488K 0.45% 42
2020
Q4 		$1.37M Buy
+6,381
New +$1.39M 0.55% 36
2020
Q3 		– Sell
-6,709
Closed -$1.24M – 73
2020
Q2 		$1.24M Buy
+6,709
New +$1.23M 0.66% 32

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

Professional Planning's MCD Position: Q3 2021 in Review

Professional Planning increased its McDonald's (MCD) stake by 9.3% in Q3 2021, buying an estimated $100K and bringing the position to 4,970 shares worth $1.2M. The position accounts for 0.57% of the portfolio, ranked #34.

Professional Planning first reported a position in MCD in Q2 2020 and has held it in 5 quarters since. The position peaked at $1.37M in Q4 2020. 2,517 funds tracked by Wall St. Rank hold MCD as of Q3 2021.

  • Professional Planning held 4,970 shares of McDonald's worth $1.2M as of Q3 2021.
  • Professional Planning bought 421 McDonald's shares in Q3 2021, an estimated $100K.
  • McDonald's made up 0.57% of Professional Planning's portfolio in Q3 2021, its #34 holding.
  • Professional Planning first reported a position in McDonald's in Q2 2020 and has held it in 5 quarters since.
  • Professional Planning's McDonald's position peaked at $1.37M in Q4 2020.
  • 2,517 funds tracked by Wall St. Rank held McDonald's as of Q3 2021.

Based on Professional Planning's 13F filing for Q3 2021, filed 15 Nov 2021.