Siena Capital’s McDonald's MCD Stock Holding History

Siena Capital’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
2022 Q3	$2.19M	Buy	9,476 +28	+0.3%	+$7.16K	1.42%	25
2022 Q2	$2.33M	Buy	9,448 +173	+2%	+$42.6K	1.41%	25
2022 Q1	$2.29M	Buy	9,275 +8,462	+1,041%	+$2.11M	1.29%	27
2021 Q4	$218K	Buy	+813	New	+$205K	0.12%	60

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

Siena Capital's MCD Position: Q3 2022 in Review

Siena Capital increased its McDonald's (MCD) stake by 0.3% in Q3 2022, buying an estimated $7.16K and bringing the position to 9,476 shares worth $2.19M. The position accounts for 1.42% of the portfolio, ranked #25.

Siena Capital first reported a position in MCD in Q4 2021 and has held it in 4 quarters since. The position peaked at $2.33M in Q2 2022. 2,695 funds tracked by Wall St. Rank hold MCD as of Q3 2022.

Siena Capital held 9,476 shares of McDonald's worth $2.19M as of Q3 2022.
Siena Capital bought 28 McDonald's shares in Q3 2022, an estimated $7.16K.
McDonald's made up 1.42% of Siena Capital's portfolio in Q3 2022, its #25 holding.
Siena Capital first reported a position in McDonald's in Q4 2021 and has held it in 4 quarters since.
Siena Capital's McDonald's position peaked at $2.33M in Q2 2022.
2,695 funds tracked by Wall St. Rank held McDonald's as of Q3 2022.

Based on Siena Capital's 13F filing for Q3 2022, filed 2 Nov 2022.