Swarthmore Group’s McDonald's MCD Stock Holding History

Swarthmore Group’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 Q2	$290K	Hold	1,176	–	–	0.12%	28
2022 Q1	$291K	Hold	1,176	–	–	0.07%	56
2021 Q4	$315K	Hold	1,176	–	–	0.07%	53
2021 Q3	$272K	Hold	1,176	–	–	0.07%	44
2021 Q2	$272K	Hold	1,176	–	–	0.07%	44
2021 Q1	$264K	Buy	+1,176	New	+$252K	0.07%	40
2020 Q4	–	Sell	-1,176	Closed	-$258K	–	37
2020 Q3	$258K	Hold	1,176	–	–	0.08%	41
2020 Q2	$217K	Buy	+1,176	New	+$216K	0.07%	42

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

Swarthmore Group's MCD Position: Q2 2022 in Review

Swarthmore Group held its McDonald's (MCD) position steady in Q2 2022 at 1,176 shares worth $290K. The position accounts for 0.12% of the portfolio, ranked #28.

Swarthmore Group first reported a position in MCD in Q2 2020 and has held it in 8 quarters since. The position peaked at $315K in Q4 2021. 2,718 funds tracked by Wall St. Rank hold MCD as of Q2 2022.

Swarthmore Group held 1,176 shares of McDonald's worth $290K as of Q2 2022.
Swarthmore Group left its McDonald's share count unchanged in Q2 2022.
McDonald's made up 0.12% of Swarthmore Group's portfolio in Q2 2022, its #28 holding.
Swarthmore Group first reported a position in McDonald's in Q2 2020 and has held it in 8 quarters since.
Swarthmore Group's McDonald's position peaked at $315K in Q4 2021.
2,718 funds tracked by Wall St. Rank held McDonald's as of Q2 2022.

Based on Swarthmore Group's 13F filing for Q2 2022, filed 20 Jul 2022.