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A.R.T. Advisors’s McDonald's MCD Stock Holding History

A.R.T. Advisors’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
Q1 		– Sell
-1,398
Closed -$300K – 86
2020
Q4 		$300K Buy
+1,398
New +$304K 1.39% 31
2020
Q3 		– Sell
-5,298
Closed -$977K – 188
2020
Q2 		$977K Buy
+5,298
New +$971K 1.46% 6
2020
Q1 		– Sell
-36,420
Closed -$7.2M – 596
2019
Q4 		$7.2M Sell
36,420
-13,900
-28% -$2.76M 0.36% 40
2019
Q3 		$10.8M Buy
50,320
+35,300
+235% +$7.57M 0.54% 20
2019
Q2 		$3.12M Buy
+15,020
New +$2.98M 0.18% 136
2017
Q4 		– Sell
-55,800
Closed -$8.74M – 1550
2017
Q3 		$8.74M Buy
55,800
+11,100
+25% +$1.74M 0.45% 25
2017
Q2 		$6.85M Sell
44,700
-13,200
-23% -$1.91M 0.36% 41
2017
Q1 		$7.5M Buy
57,900
+13,900
+32% +$1.74M 0.35% 44
2016
Q4 		$5.36M Buy
44,000
+38,700
+730% +$4.54M 0.32% 49
2016
Q3 		$611K Sell
5,300
-42,003
-89% -$4.98M 0.2% 155
2016
Q2 		$5.69M Buy
47,303
+5,000
+12% +$626K 0.28% 64
2016
Q1 		$5.32M Sell
42,303
-57,400
-58% -$6.86M 0.24% 89
2015
Q4 		$11.8M Buy
+99,703
New +$11.1M 0.56% 16
2015
Q3 		– Sell
-13,084
Closed -$1.24M – 1492
2015
Q2 		$1.24M Buy
+13,084
New +$1.27M 0.04% 642
2015
Q1 		– Sell
-42,094
Closed -$3.94M – 1578
2014
Q4 		$3.94M Buy
+42,094
New +$3.94M 0.15% 175
2014
Q1 		– Sell
-14,060
Closed -$1.36M – 1461
2013
Q4 		$1.36M Sell
14,060
-19,728
-58% -$1.9M 0.07% 382
2013
Q3 		$3.25M Buy
+33,788
New +$3.3M 0.18% 157

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

A.R.T. Advisors's MCD Position: Q1 2021 in Review

A.R.T. Advisors sold out of McDonald's (MCD) in Q1 2021, closing a stake of 1,398 shares — an estimated $300K sold.

A.R.T. Advisors first reported a position in MCD in Q3 2013 and held it in 17 quarters. The position peaked at $11.8M in Q4 2015. 2,494 funds tracked by Wall St. Rank hold MCD as of Q1 2021.

  • A.R.T. Advisors reported no remaining McDonald's position as of Q1 2021 after selling out during the quarter.
  • A.R.T. Advisors sold 1,398 McDonald's shares in Q1 2021, an estimated $300K.
  • A.R.T. Advisors first reported a position in McDonald's in Q3 2013 and held it in 17 quarters.
  • A.R.T. Advisors's McDonald's position peaked at $11.8M in Q4 2015.
  • 2,494 funds tracked by Wall St. Rank held McDonald's as of Q1 2021.

Based on A.R.T. Advisors's 13F filing for Q1 2021, filed 17 May 2021.