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Spearhead Capital Advisors’s McDonald's MCD Stock Holding History

Spearhead Capital Advisors’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 		$899K Sell
3,896
-34,503
-90% -$8.82M 0.97% 36
2022
Q2 		$9.48M Sell
38,399
-2,705
-7% -$666K 1.41% 24
2022
Q1 		$10.2M Buy
41,104
+868
+2% +$216K 1.26% 32
2021
Q4 		$10.8M Buy
40,236
+986
+3% +$249K 1.3% 31
2021
Q3 		$9.46M Buy
39,250
+1,168
+3% +$279K 1.26% 31
2021
Q2 		$8.8M Sell
38,082
-982
-3% -$229K 1.2% 39
2021
Q1 		$8.76M Buy
39,064
+8,241
+27% +$1.76M 1.29% 29
2020
Q4 		$6.61M Buy
30,823
+2,420
+9% +$526K 1.05% 43
2020
Q3 		$6.23M Buy
28,403
+243
+0.9% +$49.9K 1.19% 29
2020
Q2 		$5.2M Buy
28,160
+1,735
+7% +$318K 1.11% 47
2020
Q1 		$4.37M Buy
26,425
+3,098
+13% +$610K 1.26% 38
2019
Q4 		$4.61M Buy
23,327
+1,442
+7% +$286K 1.14% 50
2019
Q3 		$4.7M Sell
21,885
-672
-3% -$144K 1.31% 27
2019
Q2 		$4.68M Buy
22,557
+462
+2% +$91.5K 1.37% 20
2019
Q1 		$4.2M Buy
22,095
+1,770
+9% +$321K 1.27% 21
2018
Q4 		$3.61M Sell
20,325
-1,024
-5% -$182K 1.55% 17
2018
Q3 		$3.58M Buy
21,349
+401
+2% +$64.3K 1.2% 35
2018
Q2 		$3.28M Buy
20,948
+1,753
+9% +$284K 1.17% 34
2018
Q1 		$3M Buy
19,195
+3,636
+23% +$598K 1.17% 45
2017
Q4 		$2.68M Buy
+15,559
New +$2.61M 1.3% 26

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Spearhead Capital Advisors's MCD Position: Q3 2022 in Review

Spearhead Capital Advisors reduced its McDonald's (MCD) stake by 90% in Q3 2022, selling an estimated $8.82M and leaving 3,896 shares worth $899K. The position accounts for 0.97% of the portfolio, ranked #36.

Spearhead Capital Advisors first reported a position in MCD in Q4 2017 and has held it in 20 quarters since. The position peaked at $10.8M in Q4 2021. 2,696 funds tracked by Wall St. Rank hold MCD as of Q3 2022.

  • Spearhead Capital Advisors held 3,896 shares of McDonald's worth $899K as of Q3 2022.
  • Spearhead Capital Advisors sold 34,503 McDonald's shares in Q3 2022, an estimated $8.82M.
  • McDonald's made up 0.97% of Spearhead Capital Advisors's portfolio in Q3 2022, its #36 holding.
  • Spearhead Capital Advisors first reported a position in McDonald's in Q4 2017 and has held it in 20 quarters since.
  • Spearhead Capital Advisors's McDonald's position peaked at $10.8M in Q4 2021.
  • 2,696 funds tracked by Wall St. Rank held McDonald's as of Q3 2022.

Based on Spearhead Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.