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Strategic Asset Management’s McDonald's MCD Stock Holding History

Strategic Asset 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
2022
Q3 		$181K Hold
785
– – 0.31% 51
2022
Q2 		$194K Hold
785
– – 0.31% 57
2022
Q1 		$194K Buy
785
+1
+0.1% +$249 0.28% 62
2021
Q4 		$210K Hold
784
– – 0.29% 56
2021
Q3 		$195K Buy
+784
New +$187K 0.27% 60

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

Strategic Asset Management's MCD Position: Q3 2022 in Review

Strategic Asset Management held its McDonald's (MCD) position steady in Q3 2022 at 785 shares worth $181K. The position accounts for 0.31% of the portfolio, ranked #51.

Strategic Asset Management first reported a position in MCD in Q3 2021 and has held it in 5 quarters since. The position peaked at $210K in Q4 2021. 2,695 funds tracked by Wall St. Rank hold MCD as of Q3 2022.

  • Strategic Asset Management held 785 shares of McDonald's worth $181K as of Q3 2022.
  • Strategic Asset Management left its McDonald's share count unchanged in Q3 2022.
  • McDonald's made up 0.31% of Strategic Asset Management's portfolio in Q3 2022, its #51 holding.
  • Strategic Asset Management first reported a position in McDonald's in Q3 2021 and has held it in 5 quarters since.
  • Strategic Asset Management's McDonald's position peaked at $210K in Q4 2021.
  • 2,695 funds tracked by Wall St. Rank held McDonald's as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.