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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return