Weather Gauge Advisory’s McDonald's MCD Stock Holding History

Weather Gauge Advisory’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	$289K	Sell	1,200 -106	-8%	-$25.3K	0.35%	60
2021 Q2	$302K	Buy	1,306 +2	+0.2%	+$465	0.35%	63
2021 Q1	$292K	Buy	1,304 +153	+13%	+$32.7K	0.34%	62
2020 Q4	$247K	Buy	1,151 +2	+0.2%	+$435	0.29%	68
2020 Q3	$252K	Buy	1,149 +3	+0.3%	+$616	0.3%	65
2020 Q2	$211K	Buy	+1,146	New	+$210K	0.25%	68
2020 Q1	–	Sell	-1,435	Closed	-$284K	–	87
2019 Q4	$284K	Buy	1,435 +3	+0.2%	+$595	0.25%	72
2019 Q3	$308K	Buy	1,432 +2	+0.1%	+$429	0.29%	71
2019 Q2	$297K	Buy	1,430 +37	+3%	+$7.33K	0.28%	70
2019 Q1	$264K	Buy	1,393 +3	+0.2%	+$544	0.26%	73
2018 Q4	$247K	Buy	+1,390	New	+$247K	0.27%	73

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T 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 $1.56T 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 $530B AUM 22.01% 1-Year Est. Return

Weather Gauge Advisory's MCD Position: Q3 2021 in Review

Weather Gauge Advisory reduced its McDonald's (MCD) stake by 8.1% in Q3 2021, selling an estimated $25.3K and leaving 1,200 shares worth $289K. The position accounts for 0.35% of the portfolio, ranked #60.

Weather Gauge Advisory first reported a position in MCD in Q4 2018 and has held it in 11 quarters since. The position peaked at $308K in Q3 2019. 2,517 funds tracked by Wall St. Rank hold MCD as of Q3 2021.

Weather Gauge Advisory held 1,200 shares of McDonald's worth $289K as of Q3 2021.
Weather Gauge Advisory sold 106 McDonald's shares in Q3 2021, an estimated $25.3K.
McDonald's made up 0.35% of Weather Gauge Advisory's portfolio in Q3 2021, its #60 holding.
Weather Gauge Advisory first reported a position in McDonald's in Q4 2018 and has held it in 11 quarters since.
Weather Gauge Advisory's McDonald's position peaked at $308K in Q3 2019.
2,517 funds tracked by Wall St. Rank held McDonald's as of Q3 2021.

Based on Weather Gauge Advisory's 13F filing for Q3 2021, filed 22 Oct 2021.