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

Argent 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
2020
Q2 		$428K Buy
2,072
+16
+0.8% +$2.93K 0.07% 120
2020
Q1 		$364K Sell
2,056
-32
-2% -$6.3K 0.07% 121
2019
Q4 		$413K Buy
+2,088
New +$414K 0.07% 130

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Argent Wealth Management's MCD Position: Q2 2020 in Review

Argent Wealth Management increased its McDonald's (MCD) stake by 0.78% in Q2 2020, buying an estimated $2.93K and bringing the position to 2,072 shares worth $428K. The position accounts for 0.07% of the portfolio, ranked #120.

Argent Wealth Management first reported a position in MCD in Q4 2019 and has held it in 3 quarters since. 2,213 funds tracked by Wall St. Rank hold MCD as of Q2 2020.

  • Argent Wealth Management held 2,072 shares of McDonald's worth $428K as of Q2 2020.
  • Argent Wealth Management bought 16 McDonald's shares in Q2 2020, an estimated $2.93K.
  • McDonald's made up 0.07% of Argent Wealth Management's portfolio in Q2 2020, its #120 holding.
  • Argent Wealth Management first reported a position in McDonald's in Q4 2019 and has held it in 3 quarters since.
  • 2,213 funds tracked by Wall St. Rank held McDonald's as of Q2 2020.

Based on Argent Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.