Catamount Wealth Management’s McDonald's MCD Stock Holding History

Catamount Wealth 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
2019 Q1	$190K	Sell	1,000 -124	-11%	-$22.5K	0.11%	50
2018 Q4	$201K	Buy	1,124 +24	+2%	+$4.26K	0.14%	38
2018 Q3	$184K	Hold	1,100	–	–	0.09%	48
2018 Q2	$175K	Buy	1,100 +32	+3%	+$5.19K	0.08%	45
2018 Q1	$167K	Buy	1,068 +1	+0.1%	+$165	0.09%	41
2017 Q4	$184K	Hold	1,067	–	–	0.1%	41
2017 Q3	$167K	Buy	1,067 +1	+0.1%	+$157	0.1%	39
2017 Q2	$163K	Hold	1,066	–	–	0.1%	44
2017 Q1	$138K	Hold	1,066	–	–	0.09%	46
2016 Q4	$130K	Buy	1,066 +66	+7%	+$7.74K	0.11%	44
2016 Q3	$114K	Buy	+1,000	New	+$118K	0.1%	44

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Catamount Wealth Management's MCD Position: Q1 2019 in Review

Catamount Wealth Management reduced its McDonald's (MCD) stake by 11% in Q1 2019, selling an estimated $22.5K and leaving 1,000 shares worth $190K. The position accounts for 0.11% of the portfolio, ranked #50.

Catamount Wealth Management first reported a position in MCD in Q3 2016 and has held it in 11 quarters since. The position peaked at $201K in Q4 2018. 2,048 funds tracked by Wall St. Rank hold MCD as of Q1 2019.

Catamount Wealth Management held 1,000 shares of McDonald's worth $190K as of Q1 2019.
Catamount Wealth Management sold 124 McDonald's shares in Q1 2019, an estimated $22.5K.
McDonald's made up 0.11% of Catamount Wealth Management's portfolio in Q1 2019, its #50 holding.
Catamount Wealth Management first reported a position in McDonald's in Q3 2016 and has held it in 11 quarters since.
Catamount Wealth Management's McDonald's position peaked at $201K in Q4 2018.
2,048 funds tracked by Wall St. Rank held McDonald's as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.