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Reilly Financial Advisors’s McDonald's MCD Stock Holding History

Reilly Financial Advisors’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
2016
Q2 		– Sell
-1,713
Closed -$215K – 905
2016
Q1 		$215K Buy
1,713
+562
+49% +$67.2K 0.04% 175
2015
Q4 		$136K Buy
+1,151
New +$129K 0.02% 226

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

Reilly Financial Advisors's MCD Position: Q4 2021 in Review

Reilly Financial Advisors reduced its McDonald's (MCD) stake by 2.5% in Q4 2021, selling an estimated $18.4K and leaving 2,853 shares worth $765K. The position accounts for 0.06% of the portfolio, ranked #134.

Reilly Financial Advisors first reported a position in MCD in Q2 2013 and has held it in 33 quarters since. The position peaked at $6.91M in Q2 2013. 2,796 funds tracked by Wall St. Rank hold MCD as of Q4 2021.

  • Reilly Financial Advisors held 2,853 shares of McDonald's worth $765K as of Q4 2021.
  • Reilly Financial Advisors sold 73 McDonald's shares in Q4 2021, an estimated $18.4K.
  • McDonald's made up 0.06% of Reilly Financial Advisors's portfolio in Q4 2021, its #134 holding.
  • Reilly Financial Advisors first reported a position in McDonald's in Q2 2013 and has held it in 33 quarters since.
  • Reilly Financial Advisors's McDonald's position peaked at $6.91M in Q2 2013.
  • 2,796 funds tracked by Wall St. Rank held McDonald's as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.