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Advantage Investment Management’s McDonald's MCD Stock Holding History

Advantage Investment Management’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
2019
Q3 		$554K Buy
2,581
+174
+7% +$37.3K 0.43% 42
2019
Q2 		$500K Buy
2,407
+382
+19% +$75.7K 0.38% 43
2019
Q1 		$385K Sell
2,025
-143
-7% -$26K 0.3% 59
2018
Q4 		$385K Buy
2,168
+146
+7% +$25.9K 0.29% 64
2018
Q3 		$338K Buy
2,022
+196
+11% +$31.4K 0.22% 83
2018
Q2 		$286K Sell
1,826
-1,191
-39% -$193K 0.21% 93
2018
Q1 		$472K Sell
3,017
-478
-14% -$78.6K 0.18% 107
2017
Q4 		$602K Sell
3,495
-886
-20% -$149K 0.19% 102
2017
Q3 		$686K Buy
4,381
+1,169
+36% +$183K 0.22% 89
2017
Q2 		$492K Buy
3,212
+46
+1% +$6.65K 0.17% 102
2017
Q1 		$410K Sell
3,166
-352
-10% -$44.2K 0.16% 104
2016
Q4 		$428K Buy
3,518
+873
+33% +$102K 0.16% 99
2016
Q3 		$305K Buy
2,645
+417
+19% +$49.4K 0.11% 111
2016
Q2 		$268K Sell
2,228
-3,116
-58% -$390K 0.13% 115
2016
Q1 		$672K Buy
5,344
+732
+16% +$87.5K 0.29% 65
2015
Q4 		$545K Buy
4,612
+122
+3% +$13.6K 0.28% 80
2015
Q3 		$442K Buy
4,490
+155
+4% +$15.1K 0.25% 79
2015
Q2 		$412K Sell
4,335
-5,428
-56% -$525K 0.2% 96
2015
Q1 		$951K Buy
9,763
+7,127
+270% +$676K 0.54% 39
2014
Q4 		$247K Buy
+2,636
New +$247K 0.18% 100

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advantage Investment Management's MCD Position: Q3 2019 in Review

Advantage Investment Management increased its McDonald's (MCD) stake by 7.2% in Q3 2019, buying an estimated $37.3K and bringing the position to 2,581 shares worth $554K. The position accounts for 0.43% of the portfolio, ranked #42.

Advantage Investment Management first reported a position in MCD in Q4 2014 and has held it in 20 quarters since. The position peaked at $951K in Q1 2015. 2,090 funds tracked by Wall St. Rank hold MCD as of Q3 2019.

  • Advantage Investment Management held 2,581 shares of McDonald's worth $554K as of Q3 2019.
  • Advantage Investment Management bought 174 McDonald's shares in Q3 2019, an estimated $37.3K.
  • McDonald's made up 0.43% of Advantage Investment Management's portfolio in Q3 2019, its #42 holding.
  • Advantage Investment Management first reported a position in McDonald's in Q4 2014 and has held it in 20 quarters since.
  • Advantage Investment Management's McDonald's position peaked at $951K in Q1 2015.
  • 2,090 funds tracked by Wall St. Rank held McDonald's as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.