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Terra Nova Asset Management’s McDonald's MCD Stock Holding History

Terra Nova 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
2021
Q2 		– Sell
-1,232
Closed -$276K – 91
2021
Q1 		$276K Sell
1,232
-5,024
-80% -$1.07M 0.24% 77
2020
Q4 		$1.34M Buy
+6,256
New +$1.36M 1.35% 31

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Terra Nova Asset Management's MCD Position: Q2 2021 in Review

Terra Nova Asset Management sold out of McDonald's (MCD) in Q2 2021, closing a stake of 1,232 shares — an estimated $276K sold.

Terra Nova Asset Management first reported a position in MCD in Q4 2020 and held it in 2 quarters. The position peaked at $1.34M in Q4 2020. 2,526 funds tracked by Wall St. Rank hold MCD as of Q2 2021.

  • Terra Nova Asset Management reported no remaining McDonald's position as of Q2 2021 after selling out during the quarter.
  • Terra Nova Asset Management sold 1,232 McDonald's shares in Q2 2021, an estimated $276K.
  • Terra Nova Asset Management first reported a position in McDonald's in Q4 2020 and held it in 2 quarters.
  • Terra Nova Asset Management's McDonald's position peaked at $1.34M in Q4 2020.
  • 2,526 funds tracked by Wall St. Rank held McDonald's as of Q2 2021.

Based on Terra Nova Asset Management's 13F filing for Q2 2021, filed 6 Aug 2021.