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All Terrain Financial Advisors’s McDonald's MCD Stock Holding History

All Terrain Financial 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
-1,781
Closed -$382K – 106
2020
Q4 		$382K Buy
+1,781
New +$387K 0.15% 60
2020
Q1 		– Sell
-518
Closed -$102K – 211
2019
Q4 		$102K Buy
+518
New +$103K 0.03% 178

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

All Terrain Financial Advisors's MCD Position: Q1 2021 in Review

All Terrain Financial Advisors sold out of McDonald's (MCD) in Q1 2021, closing a stake of 1,781 shares — an estimated $382K sold.

All Terrain Financial Advisors first reported a position in MCD in Q4 2019 and held it in 2 quarters. The position peaked at $382K in Q4 2020. 2,494 funds tracked by Wall St. Rank hold MCD as of Q1 2021.

  • All Terrain Financial Advisors reported no remaining McDonald's position as of Q1 2021 after selling out during the quarter.
  • All Terrain Financial Advisors sold 1,781 McDonald's shares in Q1 2021, an estimated $382K.
  • All Terrain Financial Advisors first reported a position in McDonald's in Q4 2019 and held it in 2 quarters.
  • All Terrain Financial Advisors's McDonald's position peaked at $382K in Q4 2020.
  • 2,494 funds tracked by Wall St. Rank held McDonald's as of Q1 2021.

Based on All Terrain Financial Advisors's 13F filing for Q1 2021, filed 13 May 2021.