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Taylor Wealth Management Partners’s McDonald's MCD Stock Holding History

Taylor Wealth Management Partners’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 		$4.37M Sell
17,718
-1,308
-7% -$322K 2.48% 15
2022
Q1 		$4.71M Sell
19,026
-222
-1% -$55.3K 1.9% 23
2021
Q4 		$5.16M Buy
19,248
+1,438
+8% +$363K 1.82% 24
2021
Q3 		$4.29M Buy
17,810
+2,010
+13% +$480K 1.53% 26
2021
Q2 		$3.65M Buy
15,800
+387
+3% +$90.1K 1.29% 32
2021
Q1 		$3.46M Sell
15,413
-103
-0.7% -$22K 1.26% 32
2020
Q4 		$3.33M Sell
15,516
-384
-2% -$83.5K 1.28% 29
2020
Q3 		$3.49M Buy
15,900
+269
+2% +$55.2K 1.6% 24
2020
Q2 		$2.88M Buy
15,631
+1,717
+12% +$315K 1.46% 26
2020
Q1 		$2.3M Sell
13,914
-9,084
-39% -$1.79M 1.41% 27
2019
Q4 		$4.54M Sell
22,998
-9,121
-28% -$1.81M 2.09% 21
2019
Q3 		$6.9M Buy
32,119
+427
+1% +$91.5K 3.22% 12
2019
Q2 		$6.58M Buy
31,692
+315
+1% +$62.4K 3.07% 13
2019
Q1 		$5.96M Sell
31,377
-1,040
-3% -$189K 2.97% 13
2018
Q4 		$5.76M Sell
32,417
-825
-2% -$146K 3.32% 13
2018
Q3 		$5.56M Sell
33,242
-710
-2% -$114K 2.36% 15
2018
Q2 		$5.32M Sell
33,952
-352
-1% -$57.1K 2.37% 16
2018
Q1 		$5.36M Buy
34,304
+19,572
+133% +$3.22M 2.58% 16
2017
Q4 		$2.54M Buy
14,732
+14,444
+5,015% +$2.43M 1.08% 34
2017
Q3 		$45K Hold
288
– – 0.02% 101
2017
Q2 		$44K Hold
288
– – 0.02% 103
2017
Q1 		$37K Hold
288
– – 0.02% 108
2016
Q4 		$35K Sell
288
-10
-3% -$1.17K 0.02% 109
2016
Q3 		$34K Hold
298
– – 0.02% 97
2016
Q2 		$36K Buy
298
+13
+5% +$1.63K 0.01% 95
2016
Q1 		$36K Buy
+285
New +$34.1K 0.02% 90

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Taylor Wealth Management Partners's MCD Position: Q2 2022 in Review

Taylor Wealth Management Partners reduced its McDonald's (MCD) stake by 6.9% in Q2 2022, selling an estimated $322K and leaving 17,718 shares worth $4.37M. The position accounts for 2.48% of the portfolio, ranked #15.

Taylor Wealth Management Partners first reported a position in MCD in Q1 2016 and has held it in 26 quarters since. The position peaked at $6.9M in Q3 2019. 2,718 funds tracked by Wall St. Rank hold MCD as of Q2 2022.

  • Taylor Wealth Management Partners held 17,718 shares of McDonald's worth $4.37M as of Q2 2022.
  • Taylor Wealth Management Partners sold 1,308 McDonald's shares in Q2 2022, an estimated $322K.
  • McDonald's made up 2.48% of Taylor Wealth Management Partners's portfolio in Q2 2022, its #15 holding.
  • Taylor Wealth Management Partners first reported a position in McDonald's in Q1 2016 and has held it in 26 quarters since.
  • Taylor Wealth Management Partners's McDonald's position peaked at $6.9M in Q3 2019.
  • 2,718 funds tracked by Wall St. Rank held McDonald's as of Q2 2022.

Based on Taylor Wealth Management Partners's 13F filing for Q2 2022, filed 12 Aug 2022.