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Biegel & Waller’s McDonald's MCD Stock Holding History

Biegel & Waller’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
Q3 		$365K Buy
1,698
+87
+5% +$18.7K 0.2% 47
2019
Q2 		$335K Buy
1,611
+2
+0.1% +$396 0.17% 55
2019
Q1 		$306K Buy
1,609
+56
+4% +$10.2K 0.16% 56
2018
Q4 		$276K Buy
1,553
+1
+0.1% +$177 0.16% 55
2018
Q3 		$260K Buy
1,552
+206
+15% +$33K 0.15% 61
2018
Q2 		$211K Hold
1,346
– – 0.13% 65
2018
Q1 		$210K Buy
1,346
+22
+2% +$3.62K 0.13% 50
2017
Q4 		$228K Hold
1,324
– – 0.13% 50
2017
Q3 		$207K Hold
1,324
– – 0.13% 48
2017
Q2 		$203K Buy
+1,324
New +$191K 0.12% 51

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Biegel & Waller's MCD Position: Q3 2019 in Review

Biegel & Waller increased its McDonald's (MCD) stake by 5.4% in Q3 2019, buying an estimated $18.7K and bringing the position to 1,698 shares worth $365K. The position accounts for 0.2% of the portfolio, ranked #47.

Biegel & Waller first reported a position in MCD in Q2 2017 and has held it in 10 quarters since. 2,091 funds tracked by Wall St. Rank hold MCD as of Q3 2019.

  • Biegel & Waller held 1,698 shares of McDonald's worth $365K as of Q3 2019.
  • Biegel & Waller bought 87 McDonald's shares in Q3 2019, an estimated $18.7K.
  • McDonald's made up 0.2% of Biegel & Waller's portfolio in Q3 2019, its #47 holding.
  • Biegel & Waller first reported a position in McDonald's in Q2 2017 and has held it in 10 quarters since.
  • 2,091 funds tracked by Wall St. Rank held McDonald's as of Q3 2019.

Based on Biegel & Waller's 13F filing for Q3 2019, filed 15 Oct 2019.