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WIA
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
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T 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
$1.47T 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
$501B AUM
22.01%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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