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Capstone Financial Group’s McDonald's MCD Stock Holding History

Capstone Financial Group’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 		$365K Buy
1,630
+371
+29% +$76.2K 0.28% 55
2020
Q2 		$234K Buy
1,259
+22
+2% +$4.03K 0.19% 73
2020
Q1 		$205K Sell
1,237
-9
-0.7% -$1.77K 0.21% 74
2019
Q4 		$246K Buy
+1,246
New +$247K 0.24% 70

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capstone Financial Group's MCD Position: Q3 2020 in Review

Capstone Financial Group increased its McDonald's (MCD) stake by 29% in Q3 2020, buying an estimated $76.2K and bringing the position to 1,630 shares worth $365K. The position accounts for 0.28% of the portfolio, ranked #55.

Capstone Financial Group first reported a position in MCD in Q4 2019 and has held it in 4 quarters since. 2,278 funds tracked by Wall St. Rank hold MCD as of Q3 2020.

  • Capstone Financial Group held 1,630 shares of McDonald's worth $365K as of Q3 2020.
  • Capstone Financial Group bought 371 McDonald's shares in Q3 2020, an estimated $76.2K.
  • McDonald's made up 0.28% of Capstone Financial Group's portfolio in Q3 2020, its #55 holding.
  • Capstone Financial Group first reported a position in McDonald's in Q4 2019 and has held it in 4 quarters since.
  • 2,278 funds tracked by Wall St. Rank held McDonald's as of Q3 2020.

Based on Capstone Financial Group's 13F filing for Q3 2020, filed 9 Oct 2020.