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Copperwynd Financial’s McDonald's MCD Stock Holding History

Copperwynd Financial’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
Q4 		– Sell
-8,513
Closed -$1.64M – 111
2019
Q3 		$1.64M Buy
8,513
+732
+9% +$157K 0.93% 25
2019
Q2 		$1.62M Buy
7,781
+240
+3% +$47.5K 0.93% 23
2019
Q1 		$1.43M Buy
+7,541
New +$1.37M 0.86% 29

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Copperwynd Financial's MCD Position: Q4 2019 in Review

Copperwynd Financial sold out of McDonald's (MCD) in Q4 2019, closing a stake of 8,513 shares — an estimated $1.64M sold.

Copperwynd Financial first reported a position in MCD in Q1 2019 and held it in 3 quarters. The position peaked at $1.64M in Q3 2019. 2,258 funds tracked by Wall St. Rank hold MCD as of Q4 2019.

  • Copperwynd Financial reported no remaining McDonald's position as of Q4 2019 after selling out during the quarter.
  • Copperwynd Financial sold 8,513 McDonald's shares in Q4 2019, an estimated $1.64M.
  • Copperwynd Financial first reported a position in McDonald's in Q1 2019 and held it in 3 quarters.
  • Copperwynd Financial's McDonald's position peaked at $1.64M in Q3 2019.
  • 2,258 funds tracked by Wall St. Rank held McDonald's as of Q4 2019.

Based on Copperwynd Financial's 13F filing for Q4 2019, filed 23 Jan 2020.