BCWM
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Blue Chip Wealth Management’s McDonald's MCD Stock Holding History

Blue Chip Wealth 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
2020
Q3 		$1.66M Buy
7,569
+103
+1% +$21.1K 1.31% 18
2020
Q2 		$1.38M Buy
7,466
+471
+7% +$86.4K 1.3% 22
2020
Q1 		$1.16M Sell
6,995
-953
-12% -$188K 1.44% 19
2019
Q4 		$1.57M Buy
7,948
+648
+9% +$129K 1.45% 19
2019
Q3 		$1.57M Buy
7,300
+111
+2% +$23.8K 1.64% 18
2019
Q2 		$1.49M Buy
7,189
+22
+0.3% +$4.36K 1.57% 20
2019
Q1 		$1.36M Buy
7,167
+499
+7% +$90.6K 1.54% 18
2018
Q4 		$1.18M Sell
6,668
-336
-5% -$59.6K 1.55% 18
2018
Q3 		$1.17M Sell
7,004
-296
-4% -$47.4K 1.18% 28
2018
Q2 		$1.14M Buy
7,300
+424
+6% +$68.7K 1.24% 22
2018
Q1 		$1.07M Buy
+6,876
New +$1.13M 1.1% 26

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return