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Tobias Financial Advisors’s McDonald's MCD Stock Holding History

Tobias Financial Advisors’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
Q1 		– Sell
-77,296
Closed -$20.7M – 105
2021
Q4 		$20.7M Buy
+77,296
New +$19.5M 1.63% 30
2020
Q1 		– Sell
-100
Closed -$19K – 181
2019
Q4 		$19K Buy
+100
New +$19.8K 0.01% 149

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

Tobias Financial Advisors's MCD Position: Q1 2022 in Review

Tobias Financial Advisors sold out of McDonald's (MCD) in Q1 2022, closing a stake of 77,296 shares — an estimated $20.7M sold.

Tobias Financial Advisors first reported a position in MCD in Q4 2019 and held it in 2 quarters. The position peaked at $20.7M in Q4 2021. 2,734 funds tracked by Wall St. Rank hold MCD as of Q1 2022.

  • Tobias Financial Advisors reported no remaining McDonald's position as of Q1 2022 after selling out during the quarter.
  • Tobias Financial Advisors sold 77,296 McDonald's shares in Q1 2022, an estimated $20.7M.
  • Tobias Financial Advisors first reported a position in McDonald's in Q4 2019 and held it in 2 quarters.
  • Tobias Financial Advisors's McDonald's position peaked at $20.7M in Q4 2021.
  • 2,734 funds tracked by Wall St. Rank held McDonald's as of Q1 2022.

Based on Tobias Financial Advisors's 13F filing for Q1 2022, filed 9 May 2022.