RM
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Resource Management’s McDonald's MCD Stock Holding History

Resource 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 		$700K Buy
2,610
+1
+0% +$252 0.07% 85
2021
Q3 		$629K Buy
2,609
+1
+0% +$239 0.07% 90
2021
Q2 		$602K Sell
2,608
-47
-2% -$10.9K 0.07% 94
2021
Q1 		$595K Buy
2,655
+1
+0% +$214 0.07% 96
2020
Q4 		$569K Sell
2,654
-926
-26% -$201K 0.08% 92
2020
Q3 		$786K Buy
3,580
+929
+35% +$191K 0.13% 62
2020
Q2 		$489K Buy
2,651
+515
+24% +$94.4K 0.08% 77
2020
Q1 		$353K Buy
2,136
+490
+30% +$96.5K 0.07% 92
2019
Q4 		$325K Buy
1,646
+1
+0.1% +$198 0.05% 113
2019
Q3 		$353K Hold
1,645
– – 0.06% 101
2019
Q2 		$342K Sell
1,645
-319
-16% -$63.2K 0.06% 104
2019
Q1 		$373K Buy
1,964
+188
+11% +$34.1K 0.07% 98
2018
Q4 		$315K Hold
1,776
– – 0.07% 94
2018
Q3 		$297K Buy
1,776
+1
+0.1% +$160 0.05% 110
2018
Q2 		$278K Sell
1,775
-26
-1% -$4.22K 0.05% 108
2018
Q1 		$282K Buy
1,801
+6
+0.3% +$987 0.06% 98
2017
Q4 		$292K Buy
+1,795
New +$301K 0.06% 100

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

Resource Management's MCD Position: Q4 2021 in Review

Resource Management increased its McDonald's (MCD) stake by 0.04% in Q4 2021, buying an estimated $252 and bringing the position to 2,610 shares worth $700K. The position accounts for 0.07% of the portfolio, ranked #85.

Resource Management first reported a position in MCD in Q4 2017 and has held it in 17 quarters since. The position peaked at $786K in Q3 2020. 2,796 funds tracked by Wall St. Rank hold MCD as of Q4 2021.

  • Resource Management held 2,610 shares of McDonald's worth $700K as of Q4 2021.
  • Resource Management bought 1 McDonald's share in Q4 2021, an estimated $252.
  • McDonald's made up 0.07% of Resource Management's portfolio in Q4 2021, its #85 holding.
  • Resource Management first reported a position in McDonald's in Q4 2017 and has held it in 17 quarters since.
  • Resource Management's McDonald's position peaked at $786K in Q3 2020.
  • 2,796 funds tracked by Wall St. Rank held McDonald's as of Q4 2021.

Based on Resource Management's 13F filing for Q4 2021, filed 14 Feb 2022.