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Whitegate Investment Counselors’s McDonald's MCD Stock Holding History

Whitegate Investment Counselors’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
Q4 		– Sell
-19,655
Closed -$4.74M – 147
2021
Q3 		$4.74M Buy
19,655
+68
+0.3% +$16.2K 0.67% 46
2021
Q2 		$4.52M Buy
19,587
+150
+0.8% +$34.9K 0.64% 45
2021
Q1 		$4.36M Sell
19,437
-110
-0.6% -$23.5K 0.66% 43
2020
Q4 		$4.19M Sell
19,547
-425
-2% -$92.4K 0.68% 41
2020
Q3 		$4.38M Hold
19,972
– – 0.8% 37
2020
Q2 		$3.68M Sell
19,972
-75
-0.4% -$13.8K 0.74% 39
2020
Q1 		$3.31M Sell
20,047
-1,330
-6% -$262K 0.8% 40
2019
Q4 		$4.22M Sell
21,377
-99
-0.5% -$19.6K 0.77% 45
2019
Q3 		$4.61M Sell
21,476
-66
-0.3% -$14.2K 0.9% 36
2019
Q2 		$4.47M Sell
21,542
-75
-0.3% -$14.9K 0.9% 36
2019
Q1 		$4.11M Sell
21,617
-50
-0.2% -$9.07K 0.85% 38
2018
Q4 		$3.85M Sell
21,667
-195
-0.9% -$34.6K 0.89% 36
2018
Q3 		$3.66M Sell
21,862
-15
-0.1% -$2.4K 0.75% 45
2018
Q2 		$3.43M Sell
21,877
-15
-0.1% -$2.43K 0.7% 47
2018
Q1 		$3.42M Sell
21,892
-755
-3% -$124K 0.73% 45
2017
Q4 		$3.9M Sell
22,647
-349
-2% -$58.6K 0.81% 36
2017
Q3 		$3.6M Sell
22,996
-760
-3% -$119K 0.8% 42
2017
Q2 		$3.64M Sell
23,756
-410
-2% -$59.3K 0.82% 37
2017
Q1 		$3.13M Sell
24,166
-1,748
-7% -$219K 0.75% 45
2016
Q4 		$3.15M Sell
25,914
-4,051
-14% -$475K 0.84% 39
2016
Q3 		$3.46M Sell
29,965
-3,225
-10% -$382K 0.94% 34
2016
Q2 		$3.99M Buy
+33,190
New +$4.16M 1.11% 31
2014
Q1 		$4.25M Buy
+33,840
New +$3.24M 1.17% 30

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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 $1.56T 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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Whitegate Investment Counselors's MCD Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of McDonald's (MCD) in Q4 2021, closing a stake of 19,655 shares — an estimated $4.74M sold.

Whitegate Investment Counselors first reported a position in MCD in Q1 2014 and held it in 23 quarters. The position peaked at $4.74M in Q3 2021. 2,796 funds tracked by Wall St. Rank hold MCD as of Q4 2021.

  • Whitegate Investment Counselors reported no remaining McDonald's position as of Q4 2021 after selling out during the quarter.
  • Whitegate Investment Counselors sold 19,655 McDonald's shares in Q4 2021, an estimated $4.74M.
  • Whitegate Investment Counselors first reported a position in McDonald's in Q1 2014 and held it in 23 quarters.
  • Whitegate Investment Counselors's McDonald's position peaked at $4.74M in Q3 2021.
  • 2,796 funds tracked by Wall St. Rank held McDonald's as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.