S.R. Schill & Associates’s McDonald's MCD Stock Holding History

S.R. Schill & Associates’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	-2,209	Closed	-$533K	–	83
2021 Q3	$533K	Hold	2,209	–	–	0.23%	46
2021 Q2	$510K	Hold	2,209	–	–	0.2%	49
2021 Q1	$495K	Hold	2,209	–	–	0.22%	48
2020 Q4	$474K	Hold	2,209	–	–	0.22%	47
2020 Q3	$485K	Hold	2,209	–	–	0.25%	45
2020 Q2	$407K	Hold	2,209	–	–	0.24%	51
2020 Q1	$365K	Hold	2,209	–	–	0.24%	49
2019 Q4	$437K	Hold	2,209	–	–	0.24%	60
2019 Q3	$474K	Hold	2,209	–	–	0.26%	52
2019 Q2	$459K	Hold	2,209	–	–	0.28%	54
2019 Q1	$419K	Hold	2,209	–	–	0.25%	58
2018 Q4	$392K	Hold	2,209	–	–	0.28%	56
2018 Q3	$370K	Hold	2,209	–	–	0.23%	63
2018 Q2	$346K	Hold	2,209	–	–	0.21%	65
2018 Q1	$345K	Hold	2,209	–	–	0.21%	62
2017 Q4	$380K	Hold	2,209	–	–	0.23%	56
2017 Q3	$346K	Hold	2,209	–	–	0.21%	57
2017 Q2	$338K	Hold	2,209	–	–	0.21%	55
2017 Q1	$286K	Hold	2,209	–	–	0.18%	60
2016 Q4	$269K	Hold	2,209	–	–	0.17%	59
2016 Q3	$255K	Hold	2,209	–	–	0.17%	61
2016 Q2	$266K	Hold	2,209	–	–	0.18%	55
2016 Q1	$278K	Sell	2,209 -300	-12%	-$35.9K	0.19%	55
2015 Q4	$296K	Sell	2,509 -150	-6%	-$16.8K	0.21%	54
2015 Q3	$262K	Buy	2,659 +283	+12%	+$27.6K	0.19%	61
2015 Q2	$226K	Buy	+2,376	New	+$230K	0.15%	65

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

S.R. Schill & Associates's MCD Position: Q4 2021 in Review

S.R. Schill & Associates sold out of McDonald's (MCD) in Q4 2021, closing a stake of 2,209 shares — an estimated $533K sold.

S.R. Schill & Associates first reported a position in MCD in Q2 2015 and held it in 26 quarters. The position peaked at $533K in Q3 2021. 2,795 funds tracked by Wall St. Rank hold MCD as of Q4 2021.

S.R. Schill & Associates reported no remaining McDonald's position as of Q4 2021 after selling out during the quarter.
S.R. Schill & Associates sold 2,209 McDonald's shares in Q4 2021, an estimated $533K.
S.R. Schill & Associates first reported a position in McDonald's in Q2 2015 and held it in 26 quarters.
S.R. Schill & Associates's McDonald's position peaked at $533K in Q3 2021.
2,795 funds tracked by Wall St. Rank held McDonald's as of Q4 2021.

Based on S.R. Schill & Associates's 13F filing for Q4 2021, filed 14 Feb 2022.