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Bredin Investment’s McDonald's MCD Stock Holding History

Bredin Investment’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 		$3.91M Hold
19,808
– – 3.2% 5
2019
Q3 		$4.25M Hold
19,808
– – 3.7% 5
2019
Q2 		$4.22M Hold
19,808
– – 3.68% 5
2019
Q1 		$3.76M Hold
19,808
– – 3.28% 4
2018
Q4 		$3.52M Hold
19,808
– – 3.31% 3
2018
Q3 		$3.31M Hold
19,808
– – 2.7% 5
2018
Q2 		$3.1M Hold
19,808
– – 2.38% 6
2018
Q1 		$3.1M Hold
19,808
– – 2.68% 6
2017
Q4 		$3.43M Buy
+19,808
New +$3.33M 2.77% 4

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

Bredin Investment's MCD Position: Q4 2019 in Review

Bredin Investment held its McDonald's (MCD) position steady in Q4 2019 at 19,808 shares worth $3.91M. The position accounts for 3.2% of the portfolio, ranked #5.

Bredin Investment first reported a position in MCD in Q4 2017 and has held it in 9 quarters since. The position peaked at $4.25M in Q3 2019. 2,259 funds tracked by Wall St. Rank hold MCD as of Q4 2019.

  • Bredin Investment held 19,808 shares of McDonald's worth $3.91M as of Q4 2019.
  • Bredin Investment left its McDonald's share count unchanged in Q4 2019.
  • McDonald's made up 3.2% of Bredin Investment's portfolio in Q4 2019, its #5 holding.
  • Bredin Investment first reported a position in McDonald's in Q4 2017 and has held it in 9 quarters since.
  • Bredin Investment's McDonald's position peaked at $4.25M in Q3 2019.
  • 2,259 funds tracked by Wall St. Rank held McDonald's as of Q4 2019.

Based on Bredin Investment's 13F filing for Q4 2019, filed 6 Feb 2020.