Catalyst Private Wealth’s McDonald's MCD Stock Holding History

Catalyst Private Wealth’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 Q4	–	Sell	-122	Closed	-$27K	–	184
2020 Q3	$27K	Buy	+122	New	+$25K	0.03%	150

Other funds holding MCD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Catalyst Private Wealth's MCD Position: Q4 2020 in Review

Catalyst Private Wealth sold out of McDonald's (MCD) in Q4 2020, closing a stake of 122 shares — an estimated $27K sold.

Catalyst Private Wealth first reported a position in MCD in Q3 2020 and held it in 1 quarter. The position peaked at $27K in Q3 2020. 2,462 funds tracked by Wall St. Rank hold MCD as of Q4 2020.

Catalyst Private Wealth reported no remaining McDonald's position as of Q4 2020 after selling out during the quarter.
Catalyst Private Wealth sold 122 McDonald's shares in Q4 2020, an estimated $27K.
Catalyst Private Wealth first reported a position in McDonald's in Q3 2020 and held it in 1 quarter.
Catalyst Private Wealth's McDonald's position peaked at $27K in Q3 2020.
2,462 funds tracked by Wall St. Rank held McDonald's as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.