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

CMH 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
2020
Q2 		– Sell
-11,895
Closed -$1.97M – 51
2020
Q1 		$1.97M Buy
11,895
+321
+3% +$63.2K 1.15% 41
2019
Q4 		$2.29M Buy
11,574
+345
+3% +$68.4K 1.17% 39
2019
Q3 		$2.41M Sell
11,229
-245
-2% -$52.5K 1.37% 33
2019
Q2 		$2.38M Sell
11,474
-615
-5% -$122K 1.4% 31
2019
Q1 		$2.3M Buy
12,089
+315
+3% +$57.2K 1.39% 31
2018
Q4 		$2.09M Buy
11,774
+60
+0.5% +$10.6K 1.26% 33
2018
Q3 		$1.95M Buy
11,714
+1,545
+15% +$248K 1.02% 37
2018
Q2 		$1.59M Buy
+10,169
New +$1.65M 0.91% 39

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CMH Wealth Management's MCD Position: Q2 2020 in Review

CMH Wealth Management sold out of McDonald's (MCD) in Q2 2020, closing a stake of 11,895 shares — an estimated $1.97M sold.

CMH Wealth Management first reported a position in MCD in Q2 2018 and held it in 8 quarters. The position peaked at $2.41M in Q3 2019. 2,213 funds tracked by Wall St. Rank hold MCD as of Q2 2020.

  • CMH Wealth Management reported no remaining McDonald's position as of Q2 2020 after selling out during the quarter.
  • CMH Wealth Management sold 11,895 McDonald's shares in Q2 2020, an estimated $1.97M.
  • CMH Wealth Management first reported a position in McDonald's in Q2 2018 and held it in 8 quarters.
  • CMH Wealth Management's McDonald's position peaked at $2.41M in Q3 2019.
  • 2,213 funds tracked by Wall St. Rank held McDonald's as of Q2 2020.

Based on CMH Wealth Management's 13F filing for Q2 2020, filed 23 Jul 2020.