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Brinker Capital’s McDonald's MCD Stock Holding History

Brinker Capital’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
Q2 		$1.61M Sell
8,750
-94
-1% -$17.2K 0.05% 363
2020
Q1 		$1.46M Buy
8,844
+4,268
+93% +$841K 0.06% 312
2019
Q4 		$904K Buy
4,576
+973
+27% +$193K 0.03% 539
2019
Q3 		$774K Buy
3,603
+302
+9% +$64.7K 0.03% 570
2019
Q2 		$685K Buy
3,301
+355
+12% +$70.3K 0.03% 602
2019
Q1 		$559K Buy
2,946
+1,112
+61% +$202K 0.02% 647
2018
Q4 		$326K Buy
1,834
+99
+6% +$17.6K 0.01% 716
2018
Q3 		$290K Sell
1,735
-634
-27% -$102K 0.01% 870
2018
Q2 		$371K Sell
2,369
-640
-21% -$104K 0.01% 803
2018
Q1 		$471K Buy
3,009
+131
+5% +$21.6K 0.02% 723
2017
Q4 		$495K Buy
2,878
+238
+9% +$40K 0.02% 690
2017
Q3 		$414K Buy
+2,640
New +$414K 0.02% 722

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Brinker Capital's MCD Position: Q2 2020 in Review

Brinker Capital reduced its McDonald's (MCD) stake by 1.1% in Q2 2020, selling an estimated $17.2K and leaving 8,750 shares worth $1.61M. The position accounts for 0.05% of the portfolio, ranked #363.

Brinker Capital first reported a position in MCD in Q3 2017 and has held it in 12 quarters since. 2,214 funds tracked by Wall St. Rank hold MCD as of Q2 2020.

  • Brinker Capital held 8,750 shares of McDonald's worth $1.61M as of Q2 2020.
  • Brinker Capital sold 94 McDonald's shares in Q2 2020, an estimated $17.2K.
  • McDonald's made up 0.05% of Brinker Capital's portfolio in Q2 2020, its #363 holding.
  • Brinker Capital first reported a position in McDonald's in Q3 2017 and has held it in 12 quarters since.
  • 2,214 funds tracked by Wall St. Rank held McDonald's as of Q2 2020.

Based on Brinker Capital's 13F filing for Q2 2020, filed 30 Jul 2020.