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Wealthstreet Investment Advisors’s McDonald's MCD Stock Holding History

Wealthstreet Investment 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 		$20K Hold
79
– – 0.54% 42
2021
Q4 		$21K Hold
79
– – 0.52% 41
2021
Q3 		$19K Sell
79
-1,005
-93% -$240K 0.52% 40
2021
Q2 		$250K Sell
1,084
-11,548
-91% -$2.69M 1.3% 25
2021
Q1 		$2.83M Buy
12,632
+1,520
+14% +$325K 0.28% 87
2020
Q4 		$2.38M Buy
11,112
+720
+7% +$157K 0.24% 95
2020
Q3 		$2.28M Buy
10,392
+310
+3% +$63.6K 0.25% 92
2020
Q2 		$1.86M Buy
10,082
+1,916
+23% +$351K 0.23% 97
2020
Q1 		$1.35M Buy
8,166
+84
+1% +$16.6K 0.2% 107
2019
Q4 		$1.6M Sell
8,082
-200
-2% -$39.7K 0.19% 115
2019
Q3 		$1.59M Buy
8,282
+551
+7% +$118K 0.2% 105
2019
Q2 		$1.6M Buy
7,731
+113
+1% +$22.4K 0.21% 107
2019
Q1 		$1.45M Buy
7,618
+122
+2% +$22.1K 0.19% 111
2018
Q4 		$1.38M Sell
7,496
-100
-1% -$17.7K 0.19% 112
2018
Q3 		$1.27M Sell
7,596
-50
-0.7% -$8.01K 0.16% 134
2018
Q2 		$1.2M Hold
7,646
– – 0.16% 135
2018
Q1 		$1.2M Buy
7,646
+500
+7% +$82.3K 0.15% 136
2017
Q4 		$1.23M Buy
+7,146
New +$1.2M 0.15% 140

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 $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthstreet Investment Advisors's MCD Position: Q1 2022 in Review

Wealthstreet Investment Advisors held its McDonald's (MCD) position steady in Q1 2022 at 79 shares worth $20K. The position accounts for 0.54% of the portfolio, ranked #42.

Wealthstreet Investment Advisors first reported a position in MCD in Q4 2017 and has held it in 18 quarters since. The position peaked at $2.83M in Q1 2021. 2,734 funds tracked by Wall St. Rank hold MCD as of Q1 2022.

  • Wealthstreet Investment Advisors held 79 shares of McDonald's worth $20K as of Q1 2022.
  • Wealthstreet Investment Advisors left its McDonald's share count unchanged in Q1 2022.
  • McDonald's made up 0.54% of Wealthstreet Investment Advisors's portfolio in Q1 2022, its #42 holding.
  • Wealthstreet Investment Advisors first reported a position in McDonald's in Q4 2017 and has held it in 18 quarters since.
  • Wealthstreet Investment Advisors's McDonald's position peaked at $2.83M in Q1 2021.
  • 2,734 funds tracked by Wall St. Rank held McDonald's as of Q1 2022.

Based on Wealthstreet Investment Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.