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Beacon Capital Management Inc (Ohio)’s McDonald's MCD Stock Holding History

Beacon Capital Management Inc (Ohio)’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 		– Sell
-8
Closed -$1K – 86
2020
Q1 		$1K Buy
+8
New +$1.58K ﹤0.01% 94
2018
Q2 		– Sell
-21
Closed -$3.4K – 85
2018
Q1 		$3K Buy
+21
New +$3.46K ﹤0.01% 63
2016
Q4 		– Sell
-140
Closed -$16K – 85
2016
Q3 		$16K Sell
140
-905
-87% -$107K ﹤0.01% 65
2016
Q2 		$126K Sell
1,045
-465
-31% -$58.2K 0.01% 39
2016
Q1 		$190K Sell
1,510
-250
-14% -$29.9K 0.01% 36
2015
Q4 		$208K Sell
1,760
-510
-22% -$57K 0.01% 38
2015
Q3 		$224K Sell
2,270
-250
-10% -$24.4K 0.02% 32
2015
Q2 		$240K Sell
2,520
-454
-15% -$43.9K 0.02% 44
2015
Q1 		$290K Hold
2,974
– – 0.03% 45
2014
Q4 		$279K Sell
2,974
-457
-13% -$42.8K 0.03% 46
2014
Q3 		$325K Hold
3,431
– – 0.05% 42
2014
Q2 		$346K Sell
3,431
-294
-8% -$29.7K 0.06% 43
2014
Q1 		$365K Sell
3,725
-371
-9% -$35.5K 0.09% 43
2013
Q4 		$397K Buy
+4,096
New +$394K 0.12% 41

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

Beacon Capital Management Inc (Ohio)'s MCD Position: Q2 2020 in Review

Beacon Capital Management Inc (Ohio) sold out of McDonald's (MCD) in Q2 2020, closing a stake of 8 shares — an estimated $1K sold.

Beacon Capital Management Inc (Ohio) first reported a position in MCD in Q4 2013 and held it in 14 quarters. The position peaked at $397K in Q4 2013. 2,213 funds tracked by Wall St. Rank hold MCD as of Q2 2020.

  • Beacon Capital Management Inc (Ohio) reported no remaining McDonald's position as of Q2 2020 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 8 McDonald's shares in Q2 2020, an estimated $1K.
  • Beacon Capital Management Inc (Ohio) first reported a position in McDonald's in Q4 2013 and held it in 14 quarters.
  • Beacon Capital Management Inc (Ohio)'s McDonald's position peaked at $397K in Q4 2013.
  • 2,213 funds tracked by Wall St. Rank held McDonald's as of Q2 2020.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q2 2020, filed 16 Jul 2020.