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Unified Trust Company’s McDonald's MCD Stock Holding History

Unified Trust Company’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
Q3 		$528K Buy
2,189
+45
+2% +$10.7K 0.16% 60
2021
Q2 		$495K Hold
2,144
– – 0.15% 59
2021
Q1 		$480K Hold
2,144
– – 0.16% 58
2020
Q4 		$448K Sell
2,144
-23
-1% -$5K 0.26% 43
2020
Q3 		$475K Sell
2,167
-56
-3% -$11.5K 0.34% 40
2020
Q2 		$410K Hold
2,223
– – 0.31% 44
2020
Q1 		$367K Sell
2,223
-47
-2% -$9.26K 0.24% 42
2019
Q4 		$448K Hold
2,270
– – 0.28% 43
2019
Q3 		$487K Buy
+2,270
New +$487K 0.33% 41

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

Unified Trust Company's MCD Position: Q3 2021 in Review

Unified Trust Company increased its McDonald's (MCD) stake by 2.1% in Q3 2021, buying an estimated $10.7K and bringing the position to 2,189 shares worth $528K. The position accounts for 0.16% of the portfolio, ranked #60.

Unified Trust Company first reported a position in MCD in Q3 2019 and has held it in 9 quarters since. 2,517 funds tracked by Wall St. Rank hold MCD as of Q3 2021.

  • Unified Trust Company held 2,189 shares of McDonald's worth $528K as of Q3 2021.
  • Unified Trust Company bought 45 McDonald's shares in Q3 2021, an estimated $10.7K.
  • McDonald's made up 0.16% of Unified Trust Company's portfolio in Q3 2021, its #60 holding.
  • Unified Trust Company first reported a position in McDonald's in Q3 2019 and has held it in 9 quarters since.
  • 2,517 funds tracked by Wall St. Rank held McDonald's as of Q3 2021.

Based on Unified Trust Company's 13F filing for Q3 2021, filed 23 Nov 2021.