AWM
MCD icon

Alterna Wealth Management’s McDonald's MCD Stock Holding History

Alterna Wealth 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
Q1 		– Sell
-6,984
Closed -$1.07M – 242
2018
Q4 		$1.07M Buy
+6,984
New +$1.24M 0.17% 91

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

Alterna Wealth Management's MCD Position: Q1 2019 in Review

Alterna Wealth Management sold out of McDonald's (MCD) in Q1 2019, closing a stake of 6,984 shares — an estimated $1.07M sold.

Alterna Wealth Management first reported a position in MCD in Q4 2018 and held it in 1 quarter. The position peaked at $1.07M in Q4 2018. 2,049 funds tracked by Wall St. Rank hold MCD as of Q1 2019.

  • Alterna Wealth Management reported no remaining McDonald's position as of Q1 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 6,984 McDonald's shares in Q1 2019, an estimated $1.07M.
  • Alterna Wealth Management first reported a position in McDonald's in Q4 2018 and held it in 1 quarter.
  • Alterna Wealth Management's McDonald's position peaked at $1.07M in Q4 2018.
  • 2,049 funds tracked by Wall St. Rank held McDonald's as of Q1 2019.

Based on Alterna Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.