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Chicago Equity Partners’s McDonald's MCD Stock Holding History

Chicago Equity Partners’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
Q1 		$1.06M Buy
6,435
+4,650
+261% +$916K 0.11% 274
2019
Q4 		$353K Sell
1,785
-1,210
-40% -$240K 0.02% 717
2019
Q3 		$643K Hold
2,995
– – 0.03% 618
2019
Q2 		$622K Hold
2,995
– – 0.03% 654
2019
Q1 		$569K Sell
2,995
-1,365
-31% -$248K 0.02% 640
2018
Q4 		$774K Sell
4,360
-8,140
-65% -$1.44M 0.03% 534
2018
Q3 		$2.09M Sell
12,500
-27,880
-69% -$4.47M 0.06% 365
2018
Q2 		$6.33M Sell
40,380
-21,105
-34% -$3.42M 0.19% 147
2018
Q1 		$9.62M Sell
61,485
-1,685
-3% -$277K 0.31% 82
2017
Q4 		$10.9M Sell
63,170
-3,830
-6% -$643K 0.33% 73
2017
Q3 		$10.5M Sell
67,000
-28,280
-30% -$4.43M 0.33% 75
2017
Q2 		$14.6M Sell
95,280
-3,175
-3% -$459K 0.39% 64
2017
Q1 		$12.8M Sell
98,455
-17,440
-15% -$2.19M 0.37% 78
2016
Q4 		$14.1M Sell
115,895
-600
-0.5% -$70.4K 0.38% 69
2016
Q3 		$13.4M Sell
116,495
-26,910
-19% -$3.19M 0.37% 77
2016
Q2 		$17.3M Sell
143,405
-1,680
-1% -$210K 0.5% 57
2016
Q1 		$18.2M Sell
145,085
-36,820
-20% -$4.4M 0.53% 56
2015
Q4 		$21.5M Buy
+181,905
New +$20.3M 0.57% 56

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
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Chicago Equity Partners's MCD Position: Q1 2020 in Review

Chicago Equity Partners increased its McDonald's (MCD) stake by 261% in Q1 2020, buying an estimated $916K and bringing the position to 6,435 shares worth $1.06M. The position accounts for 0.11% of the portfolio, ranked #274.

Chicago Equity Partners first reported a position in MCD in Q4 2015 and has held it in 18 quarters since. The position peaked at $21.5M in Q4 2015. 2,165 funds tracked by Wall St. Rank hold MCD as of Q1 2020.

  • Chicago Equity Partners held 6,435 shares of McDonald's worth $1.06M as of Q1 2020.
  • Chicago Equity Partners bought 4,650 McDonald's shares in Q1 2020, an estimated $916K.
  • McDonald's made up 0.11% of Chicago Equity Partners's portfolio in Q1 2020, its #274 holding.
  • Chicago Equity Partners first reported a position in McDonald's in Q4 2015 and has held it in 18 quarters since.
  • Chicago Equity Partners's McDonald's position peaked at $21.5M in Q4 2015.
  • 2,165 funds tracked by Wall St. Rank held McDonald's as of Q1 2020.

Based on Chicago Equity Partners's 13F filing for Q1 2020, filed 6 May 2020.