Weld Capital Management’s McDonald's MCD Stock Holding History

Weld Capital 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 Q3	–	Sell	-949	Closed	-$219K	–	114
2021 Q2	$219K	Sell	949 -2,000	-68%	-$465K	0.22%	194
2021 Q1	$661K	Sell	2,949 -622	-17%	-$133K	0.28%	144
2020 Q4	$766K	Sell	3,571 -4,256	-54%	-$925K	0.3%	106
2020 Q3	$1.72M	Buy	7,827 +6,471	+477%	+$1.33M	0.68%	15
2020 Q2	$250K	Buy	+1,356	New	+$249K	0.1%	330
2020 Q1	–	Sell	-11,221	Closed	-$2.22M	–	592
2019 Q4	$2.22M	Buy	+11,221	New	+$2.23M	0.43%	45
2019 Q3	–	Sell	-12,757	Closed	-$2.65M	–	904
2019 Q2	$2.65M	Buy	12,757 +9,182	+257%	+$1.82M	0.49%	16
2019 Q1	$679K	Buy	+3,575	New	+$649K	0.12%	308

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T 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 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