Southport Management’s McDonald's MCD Stock Holding History

Southport 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 Q2	–	Sell	-3,000	Closed	-$672K	–	43
2021 Q1	$672K	Buy	+3,000	New	+$642K	2.49%	20

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

Southport Management's MCD Position: Q2 2021 in Review

Southport Management sold out of McDonald's (MCD) in Q2 2021, closing a stake of 3,000 shares — an estimated $672K sold.

Southport Management first reported a position in MCD in Q1 2021 and held it in 1 quarter. The position peaked at $672K in Q1 2021. 2,526 funds tracked by Wall St. Rank hold MCD as of Q2 2021.

Southport Management reported no remaining McDonald's position as of Q2 2021 after selling out during the quarter.
Southport Management sold 3,000 McDonald's shares in Q2 2021, an estimated $672K.
Southport Management first reported a position in McDonald's in Q1 2021 and held it in 1 quarter.
Southport Management's McDonald's position peaked at $672K in Q1 2021.
2,526 funds tracked by Wall St. Rank held McDonald's as of Q2 2021.

Based on Southport Management's 13F filing for Q2 2021, filed 16 Aug 2021.