Wunderlich Capital Managemnt’s McDonald's MCD Stock Holding History

Wunderlich Capital Managemnt’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 Q2	–	Sell	-9,663	Closed	-$2.39M	–	87
2022 Q1	$2.39M	Sell	9,663 -18	-0.2%	-$4.48K	1.13%	44
2021 Q4	$2.6M	Buy	9,681 +120	+1%	+$30.3K	1.16%	48
2021 Q3	$2.31M	Buy	9,561 +1,594	+20%	+$380K	1.11%	49
2021 Q2	$1.84M	Buy	7,967 +117	+1%	+$27.2K	0.93%	57
2021 Q1	$1.76M	Buy	+7,850	New	+$1.68M	0.96%	56

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Norges Bank Oslo, Norway $935B AUM

Wunderlich Capital Managemnt's MCD Position: Q2 2022 in Review

Wunderlich Capital Managemnt sold out of McDonald's (MCD) in Q2 2022, closing a stake of 9,663 shares — an estimated $2.39M sold.

Wunderlich Capital Managemnt first reported a position in MCD in Q1 2021 and held it in 5 quarters. The position peaked at $2.6M in Q4 2021. 2,719 funds tracked by Wall St. Rank hold MCD as of Q2 2022.

Wunderlich Capital Managemnt reported no remaining McDonald's position as of Q2 2022 after selling out during the quarter.
Wunderlich Capital Managemnt sold 9,663 McDonald's shares in Q2 2022, an estimated $2.39M.
Wunderlich Capital Managemnt first reported a position in McDonald's in Q1 2021 and held it in 5 quarters.
Wunderlich Capital Managemnt's McDonald's position peaked at $2.6M in Q4 2021.
2,719 funds tracked by Wall St. Rank held McDonald's as of Q2 2022.

Based on Wunderlich Capital Managemnt's 13F filing for Q2 2022, filed 15 Aug 2022.