SIM
MCD icon

Sonora Investment Management’s McDonald's MCD Stock Holding History

Sonora Investment 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
Q3 		$7.14M Buy
29,628
+2,729
+10% +$651K 0.9% 42
2021
Q2 		$6.21M Buy
26,899
+1,759
+7% +$409K 0.81% 49
2021
Q1 		$5.63M Buy
25,140
+5,681
+29% +$1.21M 0.44% 87
2020
Q4 		$4.18M Buy
19,459
+5,626
+41% +$1.22M 0.35% 93
2020
Q3 		$3.04M Buy
13,833
+2,115
+18% +$434K 0.28% 101
2020
Q2 		$2.16M Buy
11,718
+5,501
+88% +$1.01M 0.22% 106
2020
Q1 		$1.03M Buy
6,217
+2,375
+62% +$468K 0.12% 137
2019
Q4 		$759K Buy
3,842
+1,185
+45% +$235K 0.07% 163
2019
Q3 		$570K Buy
2,657
+344
+15% +$73.8K 0.06% 170
2019
Q2 		$480K Buy
2,313
+212
+10% +$42K 0.05% 185
2019
Q1 		$399K Buy
2,101
+245
+13% +$44.5K 0.05% 187
2018
Q4 		$330K Hold
1,856
– – 0.05% 189
2018
Q3 		$311K Buy
1,856
+100
+6% +$16K 0.04% 191
2018
Q2 		$275K Hold
1,756
– – 0.04% 186
2018
Q1 		$275K Buy
1,756
+1,000
+132% +$165K 0.04% 179
2017
Q4 		$130K Buy
756
+43
+6% +$7.22K 0.02% 233
2017
Q3 		$112K Sell
713
-88
-11% -$13.8K 0.02% 241
2017
Q2 		$123K Buy
801
+50
+7% +$7.23K 0.02% 229
2017
Q1 		$97.4K Sell
751
-50
-6% -$6.27K 0.02% 252
2016
Q4 		$97.5K Sell
801
-75
-9% -$8.79K 0.02% 224
2016
Q3 		$101K Buy
876
+188
+27% +$22.3K 0.02% 220
2016
Q2 		$82.8K Sell
688
-335
-33% -$42K 0.02% 213
2016
Q1 		$130K Sell
1,023
-267
-21% -$31.9K 0.03% 180
2015
Q4 		$152K Buy
1,290
+6
+0.5% +$671 0.04% 143
2015
Q3 		$122K Buy
+1,284
New +$125K 0.04% 140

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

Sonora Investment Management's MCD Position: Q3 2021 in Review

Sonora Investment Management increased its McDonald's (MCD) stake by 10% in Q3 2021, buying an estimated $651K and bringing the position to 29,628 shares worth $7.14M. The position accounts for 0.9% of the portfolio, ranked #42.

Sonora Investment Management first reported a position in MCD in Q3 2015 and has held it in 25 quarters since. 2,518 funds tracked by Wall St. Rank hold MCD as of Q3 2021.

  • Sonora Investment Management held 29,628 shares of McDonald's worth $7.14M as of Q3 2021.
  • Sonora Investment Management bought 2,729 McDonald's shares in Q3 2021, an estimated $651K.
  • McDonald's made up 0.9% of Sonora Investment Management's portfolio in Q3 2021, its #42 holding.
  • Sonora Investment Management first reported a position in McDonald's in Q3 2015 and has held it in 25 quarters since.
  • 2,518 funds tracked by Wall St. Rank held McDonald's as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.