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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Blue Chip Wealth Management's MCD Position: Q3 2020 in Review

Blue Chip Wealth Management increased its McDonald's (MCD) stake by 1.4% in Q3 2020, buying an estimated $21.1K and bringing the position to 7,569 shares worth $1.66M. The position accounts for 1.31% of the portfolio, ranked #18.

Blue Chip Wealth Management first reported a position in MCD in Q1 2018 and has held it in 11 quarters since. 2,278 funds tracked by Wall St. Rank hold MCD as of Q3 2020.

Blue Chip Wealth Management held 7,569 shares of McDonald's worth $1.66M as of Q3 2020.
Blue Chip Wealth Management bought 103 McDonald's shares in Q3 2020, an estimated $21.1K.
McDonald's made up 1.31% of Blue Chip Wealth Management's portfolio in Q3 2020, its #18 holding.
Blue Chip Wealth Management first reported a position in McDonald's in Q1 2018 and has held it in 11 quarters since.
2,278 funds tracked by Wall St. Rank held McDonald's as of Q3 2020.

Based on Blue Chip Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.