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Advisor Group’s McDonald's MCD Stock Holding History

Advisor Group’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
Q4 		$23.2M Sell
117,128
-1,442
-1% -$286K 0.16% 119
2019
Q3 		$25.5M Buy
118,570
+5,329
+5% +$1.14M 0.19% 97
2019
Q2 		$23.5M Buy
113,241
+5,556
+5% +$1.1M 0.18% 101
2019
Q1 		$20.5M Buy
107,685
+7,860
+8% +$1.43M 0.17% 107
2018
Q4 		$17.7M Buy
99,825
+11,479
+13% +$2.04M 0.17% 110
2018
Q3 		$14.8M Buy
88,346
+7,850
+10% +$1.26M 0.15% 128
2018
Q2 		$12.6M Sell
80,496
-4,295
-5% -$696K 0.17% 112
2018
Q1 		$13.3M Sell
84,791
-6,706
-7% -$1.1M 0.18% 104
2017
Q4 		$15.8M Sell
91,497
-10,553
-10% -$1.77M 0.21% 91
2017
Q3 		$16M Sell
102,050
-4,091
-4% -$641K 0.25% 78
2017
Q2 		$16.3M Buy
106,141
+4,984
+5% +$720K 0.29% 70
2017
Q1 		$13.1M Buy
101,157
+1,623
+2% +$204K 0.27% 79
2016
Q4 		$12.1M Sell
99,534
-6,242
-6% -$732K 0.27% 77
2016
Q3 		$12.2M Buy
105,776
+23,466
+29% +$2.78M 0.29% 72
2016
Q2 		$9.9M Buy
+82,310
New +$10.3M 0.26% 84

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisor Group's MCD Position: Q4 2019 in Review

Advisor Group reduced its McDonald's (MCD) stake by 1.2% in Q4 2019, selling an estimated $286K and leaving 117,128 shares worth $23.2M. The position accounts for 0.16% of the portfolio, ranked #119.

Advisor Group first reported a position in MCD in Q2 2016 and has held it in 15 quarters since. The position peaked at $25.5M in Q3 2019. 2,258 funds tracked by Wall St. Rank hold MCD as of Q4 2019.

  • Advisor Group held 117,128 shares of McDonald's worth $23.2M as of Q4 2019.
  • Advisor Group sold 1,442 McDonald's shares in Q4 2019, an estimated $286K.
  • McDonald's made up 0.16% of Advisor Group's portfolio in Q4 2019, its #119 holding.
  • Advisor Group first reported a position in McDonald's in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's McDonald's position peaked at $25.5M in Q3 2019.
  • 2,258 funds tracked by Wall St. Rank held McDonald's as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.