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Acorn Wealth Advisors’s McDonald's MCD Stock Holding History

Acorn Wealth 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
2018
Q3 		– Sell
-412
Closed -$65K – 307
2018
Q2 		$65K Buy
412
+2
+0.5% +$324 0.06% 227
2018
Q1 		$68K Sell
410
-248
-38% -$40.8K 0.06% 216
2017
Q4 		$114K Buy
+658
New +$110K 0.1% 154

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Acorn Wealth Advisors's MCD Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of McDonald's (MCD) in Q3 2018, closing a stake of 412 shares — an estimated $65K sold.

Acorn Wealth Advisors first reported a position in MCD in Q4 2017 and held it in 3 quarters. The position peaked at $114K in Q4 2017. 1,842 funds tracked by Wall St. Rank hold MCD as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining McDonald's position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 412 McDonald's shares in Q3 2018, an estimated $65K.
  • Acorn Wealth Advisors first reported a position in McDonald's in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's McDonald's position peaked at $114K in Q4 2017.
  • 1,842 funds tracked by Wall St. Rank held McDonald's as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.