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Regency Capital Management’s McDonald's MCD Stock Holding History

Regency Capital 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
Q4 		– Sell
-1,039
Closed -$251K – 154
2021
Q3 		$251K Buy
1,039
+10
+1% +$2.39K 0.18% 58
2021
Q2 		$238K Sell
1,029
-636
-38% -$148K 0.18% 64
2021
Q1 		$373K Buy
+1,665
New +$356K 0.39% 62

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

Regency Capital Management's MCD Position: Q4 2021 in Review

Regency Capital Management sold out of McDonald's (MCD) in Q4 2021, closing a stake of 1,039 shares — an estimated $251K sold.

Regency Capital Management first reported a position in MCD in Q1 2021 and held it in 3 quarters. The position peaked at $373K in Q1 2021. 2,795 funds tracked by Wall St. Rank hold MCD as of Q4 2021.

  • Regency Capital Management reported no remaining McDonald's position as of Q4 2021 after selling out during the quarter.
  • Regency Capital Management sold 1,039 McDonald's shares in Q4 2021, an estimated $251K.
  • Regency Capital Management first reported a position in McDonald's in Q1 2021 and held it in 3 quarters.
  • Regency Capital Management's McDonald's position peaked at $373K in Q1 2021.
  • 2,795 funds tracked by Wall St. Rank held McDonald's as of Q4 2021.

Based on Regency Capital Management's 13F filing for Q4 2021, filed 3 Feb 2022.