AJ Wealth Strategies’s McDonald's MCD Stock Holding History

AJ Wealth Strategies’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 Q1	–	Sell	-1,165	Closed	-$207K	–	110
2018 Q4	$207K	Buy	+1,165	New	+$207K	0.04%	86

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

AJ Wealth Strategies's MCD Position: Q1 2019 in Review

AJ Wealth Strategies sold out of McDonald's (MCD) in Q1 2019, closing a stake of 1,165 shares — an estimated $207K sold.

AJ Wealth Strategies first reported a position in MCD in Q4 2018 and held it in 1 quarter. The position peaked at $207K in Q4 2018. 2,049 funds tracked by Wall St. Rank hold MCD as of Q1 2019.

AJ Wealth Strategies reported no remaining McDonald's position as of Q1 2019 after selling out during the quarter.
AJ Wealth Strategies sold 1,165 McDonald's shares in Q1 2019, an estimated $207K.
AJ Wealth Strategies first reported a position in McDonald's in Q4 2018 and held it in 1 quarter.
AJ Wealth Strategies's McDonald's position peaked at $207K in Q4 2018.
2,049 funds tracked by Wall St. Rank held McDonald's as of Q1 2019.

Based on AJ Wealth Strategies's 13F filing for Q1 2019, filed 13 May 2019.