1776 Wealth’s McDonald's MCD Stock Holding History

1776 Wealth’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
2020 Q3	–	Sell	-675	Closed	-$124K	–	229
2020 Q2	$124K	Sell	675 -725	-52%	-$133K	0.09%	132
2020 Q1	$253K	Buy	1,400 +700	+100%	+$138K	0.11%	126
2019 Q4	$138K	Buy	+700	New	+$139K	0.12%	123

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

1776 Wealth's MCD Position: Q3 2020 in Review

1776 Wealth sold out of McDonald's (MCD) in Q3 2020, closing a stake of 675 shares — an estimated $124K sold.

1776 Wealth first reported a position in MCD in Q4 2019 and held it in 3 quarters. The position peaked at $253K in Q1 2020. 2,278 funds tracked by Wall St. Rank hold MCD as of Q3 2020.

1776 Wealth reported no remaining McDonald's position as of Q3 2020 after selling out during the quarter.
1776 Wealth sold 675 McDonald's shares in Q3 2020, an estimated $124K.
1776 Wealth first reported a position in McDonald's in Q4 2019 and held it in 3 quarters.
1776 Wealth's McDonald's position peaked at $253K in Q1 2020.
2,278 funds tracked by Wall St. Rank held McDonald's as of Q3 2020.

Based on 1776 Wealth's 13F filing for Q3 2020, filed 12 Nov 2020.