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ARS Wealth Advisors’s McDonald's MCD Stock Holding History

ARS Wealth 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
Q2 		$2.93M Sell
12,699
-5
-0% -$1.16K 0.53% 36
2021
Q1 		$2.85M Sell
12,704
-280
-2% -$59.9K 0.62% 34
2020
Q4 		$2.79M Sell
12,984
-186
-1% -$40.4K 0.6% 31
2020
Q3 		$2.89M Sell
13,170
-342
-3% -$70.2K 0.79% 26
2020
Q2 		$2.49M Sell
13,512
-82
-0.6% -$15K 0.78% 24
2020
Q1 		$2.25M Sell
13,594
-8
-0.1% -$1.58K 0.95% 22
2019
Q4 		$2.69M Sell
13,602
-1,282
-9% -$254K 0.78% 24
2019
Q3 		$3.2M Sell
14,884
-605
-4% -$130K 1.02% 19
2019
Q2 		$3.22M Buy
15,489
+164
+1% +$32.5K 1.02% 18
2019
Q1 		$2.91M Sell
15,325
-46
-0.3% -$8.35K 0.93% 19
2018
Q4 		$2.73M Buy
15,371
+657
+4% +$117K 1% 19
2018
Q3 		$2.46M Buy
14,714
+897
+6% +$144K 0.83% 22
2018
Q2 		$2.17M Buy
13,817
+4,452
+48% +$722K 0.78% 22
2018
Q1 		$1.46M Buy
9,365
+1,646
+21% +$271K 0.55% 30
2017
Q4 		$1.33M Sell
7,719
-67
-0.9% -$11.3K 0.49% 37
2017
Q3 		$1.22M Sell
7,786
-69
-0.9% -$10.8K 0.47% 42
2017
Q2 		$1.2M Buy
7,855
+4
+0.1% +$578 0.49% 40
2017
Q1 		$1.02M Buy
7,851
+72
+0.9% +$9.03K 0.44% 40
2016
Q4 		$947K Sell
7,779
-202
-3% -$23.7K 0.42% 34
2016
Q3 		$921K Sell
7,981
-709
-8% -$84K 0.39% 30
2016
Q2 		$1.05M Buy
8,690
+276
+3% +$34.6K 0.44% 25
2016
Q1 		$1.06M Sell
8,414
-121
-1% -$14.5K 0.5% 23
2015
Q4 		$1.01M Sell
8,535
-899
-10% -$101K 0.52% 22
2015
Q3 		$930K Hold
9,434
– – 0.47% 19
2015
Q2 		$897K Hold
9,434
– – 0.4% 20
2015
Q1 		$919K Hold
9,434
– – 0.4% 21
2014
Q4 		$884K Buy
9,434
+2,317
+33% +$217K 0.38% 23
2014
Q3 		$675K Hold
7,117
– – 0.31% 28
2014
Q2 		$717K Buy
7,117
+3,133
+79% +$316K 0.35% 26
2014
Q1 		$391K Sell
3,984
-364
-8% -$34.8K 0.23% 34
2013
Q4 		$422K Buy
+4,348
New +$418K 0.26% 39

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ARS Wealth Advisors's MCD Position: Q2 2021 in Review

ARS Wealth Advisors reduced its McDonald's (MCD) stake by 0.04% in Q2 2021, selling an estimated $1.16K and leaving 12,699 shares worth $2.93M. The position accounts for 0.53% of the portfolio, ranked #36.

ARS Wealth Advisors first reported a position in MCD in Q4 2013 and has held it in 31 quarters since. The position peaked at $3.22M in Q2 2019. 2,527 funds tracked by Wall St. Rank hold MCD as of Q2 2021.

  • ARS Wealth Advisors held 12,699 shares of McDonald's worth $2.93M as of Q2 2021.
  • ARS Wealth Advisors sold 5 McDonald's shares in Q2 2021, an estimated $1.16K.
  • McDonald's made up 0.53% of ARS Wealth Advisors's portfolio in Q2 2021, its #36 holding.
  • ARS Wealth Advisors first reported a position in McDonald's in Q4 2013 and has held it in 31 quarters since.
  • ARS Wealth Advisors's McDonald's position peaked at $3.22M in Q2 2019.
  • 2,527 funds tracked by Wall St. Rank held McDonald's as of Q2 2021.

Based on ARS Wealth Advisors's 13F filing for Q2 2021, filed 15 Jul 2021.