Stelac Advisory Services’s McDonald's MCD Stock Holding History

Stelac Advisory Services’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	–	Sell	-580	Closed	-$134K	–	251
2021 Q2	$134K	Hold	580	–	–	0.03%	246
2021 Q1	$130K	Sell	580 -500	-46%	-$107K	0.05%	203
2020 Q4	$232K	Buy	1,080 +518	+92%	+$113K	0.06%	163
2020 Q3	$123K	Buy	+562	New	+$115K	0.04%	161
2020 Q2	–	Sell	-777	Closed	-$128K	–	150
2020 Q1	$128K	Buy	+777	New	+$153K	0.06%	103
2018 Q3	–	Sell	-1,025	Closed	-$161K	–	161
2018 Q2	$161K	Hold	1,025	–	–	0.04%	97
2018 Q1	$160K	Buy	+1,025	New	+$169K	0.05%	84
2017 Q1	–	Sell	-5,085	Closed	-$619K	–	81
2016 Q4	$619K	Buy	+5,085	New	+$596K	0.2%	33

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

Stelac Advisory Services's MCD Position: Q3 2021 in Review

Stelac Advisory Services sold out of McDonald's (MCD) in Q3 2021, closing a stake of 580 shares — an estimated $134K sold.

Stelac Advisory Services first reported a position in MCD in Q4 2016 and held it in 8 quarters. The position peaked at $619K in Q4 2016. 2,517 funds tracked by Wall St. Rank hold MCD as of Q3 2021.

Stelac Advisory Services reported no remaining McDonald's position as of Q3 2021 after selling out during the quarter.
Stelac Advisory Services sold 580 McDonald's shares in Q3 2021, an estimated $134K.
Stelac Advisory Services first reported a position in McDonald's in Q4 2016 and held it in 8 quarters.
Stelac Advisory Services's McDonald's position peaked at $619K in Q4 2016.
2,517 funds tracked by Wall St. Rank held McDonald's as of Q3 2021.

Based on Stelac Advisory Services's 13F filing for Q3 2021, filed 15 Nov 2021.