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CAMG Solamere Management’s McDonald's MCD Stock Holding History

CAMG Solamere 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
2021
Q1 		– Sell
-967
Closed -$207K – 90
2020
Q4 		$207K Sell
967
-8,425
-90% -$1.83M 0.17% 96
2020
Q3 		$2.06M Sell
9,392
-550
-6% -$113K 1.15% 23
2020
Q2 		$1.83M Sell
9,942
-455
-4% -$83.4K 1.01% 36
2020
Q1 		$1.72M Buy
+10,397
New +$2.05M 0.9% 43

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAMG Solamere Management's MCD Position: Q1 2021 in Review

CAMG Solamere Management sold out of McDonald's (MCD) in Q1 2021, closing a stake of 967 shares — an estimated $207K sold.

CAMG Solamere Management first reported a position in MCD in Q1 2020 and held it in 4 quarters. The position peaked at $2.06M in Q3 2020. 2,494 funds tracked by Wall St. Rank hold MCD as of Q1 2021.

  • CAMG Solamere Management reported no remaining McDonald's position as of Q1 2021 after selling out during the quarter.
  • CAMG Solamere Management sold 967 McDonald's shares in Q1 2021, an estimated $207K.
  • CAMG Solamere Management first reported a position in McDonald's in Q1 2020 and held it in 4 quarters.
  • CAMG Solamere Management's McDonald's position peaked at $2.06M in Q3 2020.
  • 2,494 funds tracked by Wall St. Rank held McDonald's as of Q1 2021.

Based on CAMG Solamere Management's 13F filing for Q1 2021, filed 17 May 2021.