CSat Investment Advisory’s McDonald's MCD Stock Holding History

CSat Investment Advisory’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
2021 Q1	$5K	Buy	22 +3	+16%	+$642	﹤0.01%	494
2020 Q4	$4K	Sell	19 -3,852	-100%	-$838K	﹤0.01%	493
2020 Q3	$850K	Buy	3,871 +508	+15%	+$104K	0.08%	121
2020 Q2	$621K	Buy	3,363 +498	+17%	+$91.3K	0.08%	145
2020 Q1	$474K	Buy	2,865 +1,191	+71%	+$235K	0.1%	147
2019 Q4	$331K	Buy	1,674 +553	+49%	+$110K	0.09%	190
2019 Q3	$241K	Sell	1,121 -1,442	-56%	-$309K	0.08%	185
2019 Q2	$532K	Buy	2,563 +1,193	+87%	+$236K	0.19%	97
2019 Q1	$260K	Buy	1,370 +582	+74%	+$106K	0.13%	103
2018 Q4	$140K	Buy	788 +87	+12%	+$15.4K	0.08%	117
2018 Q3	$117K	Buy	701 +38	+6%	+$6.09K	0.07%	132
2018 Q2	$104K	Buy	+663	New	+$108K	0.06%	154

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CSat Investment Advisory's MCD Position: Q1 2021 in Review

CSat Investment Advisory increased its McDonald's (MCD) stake by 16% in Q1 2021, buying an estimated $642 and bringing the position to 22 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #494.

CSat Investment Advisory first reported a position in MCD in Q2 2018 and has held it in 12 quarters since. The position peaked at $850K in Q3 2020. 2,495 funds tracked by Wall St. Rank hold MCD as of Q1 2021.

CSat Investment Advisory held 22 shares of McDonald's worth $5K as of Q1 2021.
CSat Investment Advisory bought 3 McDonald's shares in Q1 2021, an estimated $642.
McDonald's made up ﹤0.01% of CSat Investment Advisory's portfolio in Q1 2021, its #494 holding.
CSat Investment Advisory first reported a position in McDonald's in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's McDonald's position peaked at $850K in Q3 2020.
2,495 funds tracked by Wall St. Rank held McDonald's as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.