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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Weld Capital Management's MCD Position: Q3 2021 in Review

Weld Capital Management sold out of McDonald's (MCD) in Q3 2021, closing a stake of 949 shares — an estimated $219K sold.

Weld Capital Management first reported a position in MCD in Q1 2019 and held it in 8 quarters. The position peaked at $2.65M in Q2 2019. 2,518 funds tracked by Wall St. Rank hold MCD as of Q3 2021.

Weld Capital Management reported no remaining McDonald's position as of Q3 2021 after selling out during the quarter.
Weld Capital Management sold 949 McDonald's shares in Q3 2021, an estimated $219K.
Weld Capital Management first reported a position in McDonald's in Q1 2019 and held it in 8 quarters.
Weld Capital Management's McDonald's position peaked at $2.65M in Q2 2019.
2,518 funds tracked by Wall St. Rank held McDonald's as of Q3 2021.

Based on Weld Capital Management's 13F filing for Q3 2021.