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Beacon Pointe Wealth Advisors’s McDonald's MCD Stock Holding History

Beacon Pointe 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
2019
Q4 		$702K Sell
3,541
-771
-18% -$153K 0.13% 130
2019
Q3 		$926K Sell
4,312
-836
-16% -$179K 0.2% 104
2019
Q2 		$1.07M Buy
5,148
+542
+12% +$107K 0.23% 95
2019
Q1 		$871K Buy
4,606
+265
+6% +$48.1K 0.2% 104
2018
Q4 		$773K Buy
+4,341
New +$770K 0.28% 94

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Beacon Pointe Wealth Advisors's MCD Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its McDonald's (MCD) stake by 18% in Q4 2019, selling an estimated $153K and leaving 3,541 shares worth $702K. The position accounts for 0.13% of the portfolio, ranked #130.

Beacon Pointe Wealth Advisors first reported a position in MCD in Q4 2018 and has held it in 5 quarters since. The position peaked at $1.07M in Q2 2019. 2,258 funds tracked by Wall St. Rank hold MCD as of Q4 2019.

  • Beacon Pointe Wealth Advisors held 3,541 shares of McDonald's worth $702K as of Q4 2019.
  • Beacon Pointe Wealth Advisors sold 771 McDonald's shares in Q4 2019, an estimated $153K.
  • McDonald's made up 0.13% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #130 holding.
  • Beacon Pointe Wealth Advisors first reported a position in McDonald's in Q4 2018 and has held it in 5 quarters since.
  • Beacon Pointe Wealth Advisors's McDonald's position peaked at $1.07M in Q2 2019.
  • 2,258 funds tracked by Wall St. Rank held McDonald's as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.