Asset Planning Services (Pennsylvania)’s McDonald's MCD Stock Holding History

Asset Planning Services (Pennsylvania)’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 Q4	–	Sell	-466	Closed	-$100K	–	184
2019 Q3	$100K	Buy	466 +3	+0.6%	+$643	0.04%	101
2019 Q2	$96K	Buy	463 +3	+0.7%	+$594	0.04%	102
2019 Q1	$87K	Buy	460 +3	+0.7%	+$544	0.04%	104
2018 Q4	$81K	Buy	457 +2	+0.4%	+$355	0.04%	103
2018 Q3	$84K	Buy	455 +3	+0.7%	+$481	0.04%	104
2018 Q2	$71K	Buy	452 +3	+0.7%	+$486	0.03%	108
2018 Q1	$70K	Buy	449 +3	+0.7%	+$494	0.04%	110
2017 Q4	$77K	Buy	446 +2	+0.5%	+$336	0.04%	113
2017 Q3	$70K	Buy	444 +3	+0.7%	+$470	0.04%	122
2017 Q2	$68K	Buy	441 +3	+0.7%	+$434	0.04%	120
2017 Q1	$57K	Buy	+438	New	+$55K	0.04%	136

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s MCD Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of McDonald's (MCD) in Q4 2019, closing a stake of 466 shares — an estimated $100K sold.

Asset Planning Services (Pennsylvania) first reported a position in MCD in Q1 2017 and held it in 11 quarters. The position peaked at $100K in Q3 2019. 2,258 funds tracked by Wall St. Rank hold MCD as of Q4 2019.

Asset Planning Services (Pennsylvania) reported no remaining McDonald's position as of Q4 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 466 McDonald's shares in Q4 2019, an estimated $100K.
Asset Planning Services (Pennsylvania) first reported a position in McDonald's in Q1 2017 and held it in 11 quarters.
Asset Planning Services (Pennsylvania)'s McDonald's position peaked at $100K in Q3 2019.
2,258 funds tracked by Wall St. Rank held McDonald's as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.