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United Capital Management of KS’s McDonald's MCD Stock Holding History

United Capital Management of KS’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
-16,358
Closed -$4.38M – 97
2021
Q4 		$4.38M Buy
16,358
+935
+6% +$236K 1.64% 20
2021
Q3 		$3.72M Buy
15,423
+1,044
+7% +$249K 1.52% 26
2021
Q2 		$3.32M Buy
14,379
+1,018
+8% +$237K 1.36% 30
2021
Q1 		$3M Buy
13,361
+754
+6% +$161K 1.38% 31
2020
Q4 		$2.71M Buy
12,607
+81
+0.6% +$17.6K 1.24% 32
2020
Q3 		$2.75M Buy
12,526
+730
+6% +$150K 1.44% 26
2020
Q2 		$2.18M Buy
11,796
+447
+4% +$82K 1.27% 32
2020
Q1 		$1.88M Buy
11,349
+1,617
+17% +$319K 1.58% 25
2019
Q4 		$1.92M Sell
9,732
-578
-6% -$115K 1.22% 29
2019
Q3 		$2.19M Buy
10,310
+171
+2% +$36.7K 1.6% 17
2019
Q2 		$2.09M Buy
10,139
+168
+2% +$33.3K 1.58% 16
2019
Q1 		$1.97M Buy
9,971
+16
+0.2% +$2.9K 1.54% 19
2018
Q4 		$1.77M Sell
9,955
-102
-1% -$18.1K 1.64% 16
2018
Q3 		$1.6M Buy
+10,057
New +$1.61M 1.29% 23

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

United Capital Management of KS's MCD Position: Q1 2022 in Review

United Capital Management of KS sold out of McDonald's (MCD) in Q1 2022, closing a stake of 16,358 shares — an estimated $4.38M sold.

United Capital Management of KS first reported a position in MCD in Q3 2018 and held it in 14 quarters. The position peaked at $4.38M in Q4 2021. 2,735 funds tracked by Wall St. Rank hold MCD as of Q1 2022.

  • United Capital Management of KS reported no remaining McDonald's position as of Q1 2022 after selling out during the quarter.
  • United Capital Management of KS sold 16,358 McDonald's shares in Q1 2022, an estimated $4.38M.
  • United Capital Management of KS first reported a position in McDonald's in Q3 2018 and held it in 14 quarters.
  • United Capital Management of KS's McDonald's position peaked at $4.38M in Q4 2021.
  • 2,735 funds tracked by Wall St. Rank held McDonald's as of Q1 2022.

Based on United Capital Management of KS's 13F filing for Q1 2022, filed 26 Apr 2022.