Tru Independence Asset Management 2’s McDonald's MCD Stock Holding History

Tru Independence Asset Management 2’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	-3,671	Closed	-$984K	–	126
2021 Q4	$984K	Buy	3,671 +428	+13%	+$108K	0.52%	42
2021 Q3	$782K	Buy	+3,243	New	+$774K	0.55%	38
2021 Q1	–	Sell	-772	Closed	-$166K	–	282
2020 Q4	$166K	Buy	+772	New	+$168K	0.14%	102

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tru Independence Asset Management 2's MCD Position: Q1 2022 in Review

Tru Independence Asset Management 2 sold out of McDonald's (MCD) in Q1 2022, closing a stake of 3,671 shares — an estimated $984K sold.

Tru Independence Asset Management 2 first reported a position in MCD in Q4 2020 and held it in 3 quarters. The position peaked at $984K in Q4 2021. 2,734 funds tracked by Wall St. Rank hold MCD as of Q1 2022.

Tru Independence Asset Management 2 reported no remaining McDonald's position as of Q1 2022 after selling out during the quarter.
Tru Independence Asset Management 2 sold 3,671 McDonald's shares in Q1 2022, an estimated $984K.
Tru Independence Asset Management 2 first reported a position in McDonald's in Q4 2020 and held it in 3 quarters.
Tru Independence Asset Management 2's McDonald's position peaked at $984K in Q4 2021.
2,734 funds tracked by Wall St. Rank held McDonald's as of Q1 2022.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2022, filed 27 Apr 2022.