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Vivid Financial Management’s McDonald's MCD Stock Holding History

Vivid Financial 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
Q4 		$412K Buy
1,536
+15
+1% +$3.79K 0.15% 76
2021
Q3 		$367K Hold
1,521
– – 0.15% 91
2021
Q2 		$351K Hold
1,521
– – 0.14% 107
2021
Q1 		$341K Buy
+1,521
New +$325K 0.16% 103

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

Vivid Financial Management's MCD Position: Q4 2021 in Review

Vivid Financial Management increased its McDonald's (MCD) stake by 0.99% in Q4 2021, buying an estimated $3.79K and bringing the position to 1,536 shares worth $412K. The position accounts for 0.15% of the portfolio, ranked #76.

Vivid Financial Management first reported a position in MCD in Q1 2021 and has held it in 4 quarters since. 2,795 funds tracked by Wall St. Rank hold MCD as of Q4 2021.

  • Vivid Financial Management held 1,536 shares of McDonald's worth $412K as of Q4 2021.
  • Vivid Financial Management bought 15 McDonald's shares in Q4 2021, an estimated $3.79K.
  • McDonald's made up 0.15% of Vivid Financial Management's portfolio in Q4 2021, its #76 holding.
  • Vivid Financial Management first reported a position in McDonald's in Q1 2021 and has held it in 4 quarters since.
  • 2,795 funds tracked by Wall St. Rank held McDonald's as of Q4 2021.

Based on Vivid Financial Management's 13F filing for Q4 2021, filed 21 Jan 2022.