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Cornerstone Advisors (Washington)’s McDonald's MCD Stock Holding History

Cornerstone Advisors (Washington)’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
Q3 		$773K Sell
3,522
-15
-0.4% -$3.08K 0.08% 26
2020
Q2 		$652K Buy
3,537
+66
+2% +$12.1K 0.07% 30
2020
Q1 		$574K Buy
3,471
+285
+9% +$56.2K 0.08% 29
2019
Q4 		$630K Sell
3,186
-111
-3% -$22K 0.08% 33
2019
Q3 		$708K Buy
3,297
+131
+4% +$28.1K 0.09% 24
2019
Q2 		$657K Buy
3,166
+152
+5% +$30.1K 0.06% 44
2019
Q1 		$572K Sell
3,014
-449
-13% -$81.5K 0.06% 50
2018
Q4 		$615K Buy
3,463
+148
+4% +$26.2K 0.11% 40
2018
Q3 		$555K Sell
3,315
-738
-18% -$118K 0.36% 43
2018
Q2 		$635K Buy
4,053
+44
+1% +$7.13K 0.43% 37
2018
Q1 		$627K Sell
4,009
-22
-0.5% -$3.62K 0.43% 31
2017
Q4 		$694K Sell
4,031
-3
-0.1% -$504 0.46% 29
2017
Q3 		$632K Sell
4,034
-2
-0% -$313 0.44% 32
2017
Q2 		$618K Sell
4,036
-738
-15% -$107K 0.35% 30
2017
Q1 		$619K Buy
4,774
+772
+19% +$96.9K 0.34% 31
2016
Q4 		$487K Sell
4,002
-720
-15% -$84.4K 0.41% 36
2016
Q3 		$545K Buy
4,722
+1,020
+28% +$121K 0.46% 26
2016
Q2 		$446K Buy
3,702
+755
+26% +$94.6K 0.45% 25
2016
Q1 		$370K Buy
2,947
+105
+4% +$12.5K 0.39% 30
2015
Q4 		$336K Hold
2,842
– – 0.37% 29
2015
Q3 		$280K Buy
2,842
+154
+6% +$15K 0.25% 68
2015
Q2 		$256K Hold
2,688
– – 0.21% 83
2015
Q1 		$262K Hold
2,688
– – 0.2% 82
2014
Q4 		$252K Sell
2,688
-36
-1% -$3.37K 0.18% 90
2014
Q3 		$258K Sell
2,724
-16
-0.6% -$1.53K 0.21% 35
2014
Q2 		$276K Buy
2,740
+80
+3% +$8.08K 0.26% 36
2014
Q1 		$261K Buy
2,660
+558
+27% +$53.4K 0.31% 30
2013
Q4 		$204K Hold
2,102
– – 0.29% 34
2013
Q3 		$202K Buy
2,102
+2,000
+1,961% +$195K 0.35% 28
2013
Q2 		$10K Buy
+102
New +$10.2K 0.02% 86

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cornerstone Advisors (Washington)'s MCD Position: Q3 2020 in Review

Cornerstone Advisors (Washington) reduced its McDonald's (MCD) stake by 0.42% in Q3 2020, selling an estimated $3.08K and leaving 3,522 shares worth $773K. The position accounts for 0.08% of the portfolio, ranked #26.

Cornerstone Advisors (Washington) first reported a position in MCD in Q2 2013 and has held it in 30 quarters since. 2,279 funds tracked by Wall St. Rank hold MCD as of Q3 2020.

  • Cornerstone Advisors (Washington) held 3,522 shares of McDonald's worth $773K as of Q3 2020.
  • Cornerstone Advisors (Washington) sold 15 McDonald's shares in Q3 2020, an estimated $3.08K.
  • McDonald's made up 0.08% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #26 holding.
  • Cornerstone Advisors (Washington) first reported a position in McDonald's in Q2 2013 and has held it in 30 quarters since.
  • 2,279 funds tracked by Wall St. Rank held McDonald's as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.