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Beck Capital Management’s McDonald's MCD Stock Holding History

Beck Capital 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
2019
Q4 		– Sell
-1,070
Closed -$230K – 113
2019
Q3 		$230K Buy
1,070
+60
+6% +$12.9K 0.13% 87
2019
Q2 		$210K Buy
+1,010
New +$200K 0.11% 91

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

Beck Capital Management's MCD Position: Q4 2019 in Review

Beck Capital Management sold out of McDonald's (MCD) in Q4 2019, closing a stake of 1,070 shares — an estimated $230K sold.

Beck Capital Management first reported a position in MCD in Q2 2019 and held it in 2 quarters. The position peaked at $230K in Q3 2019. 2,258 funds tracked by Wall St. Rank hold MCD as of Q4 2019.

  • Beck Capital Management reported no remaining McDonald's position as of Q4 2019 after selling out during the quarter.
  • Beck Capital Management sold 1,070 McDonald's shares in Q4 2019, an estimated $230K.
  • Beck Capital Management first reported a position in McDonald's in Q2 2019 and held it in 2 quarters.
  • Beck Capital Management's McDonald's position peaked at $230K in Q3 2019.
  • 2,258 funds tracked by Wall St. Rank held McDonald's as of Q4 2019.

Based on Beck Capital Management's 13F filing for Q4 2019, filed 14 Feb 2020.