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DC Investments Management’s McDonald's MCD Stock Holding History

DC Investments 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
Q4 		– Sell
-1,841
Closed -$404K – 81
2020
Q3 		$404K Buy
1,841
+340
+23% +$69.8K 0.44% 47
2020
Q2 		$277K Buy
+1,501
New +$275K 0.1% 244
2018
Q2 		– Sell
-1,769
Closed -$277K – 354
2018
Q1 		$277K Buy
1,769
+31
+2% +$5.1K 0.19% 211
2017
Q4 		$299K Buy
+1,738
New +$292K 0.12% 228

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DC Investments Management's MCD Position: Q4 2020 in Review

DC Investments Management sold out of McDonald's (MCD) in Q4 2020, closing a stake of 1,841 shares — an estimated $404K sold.

DC Investments Management first reported a position in MCD in Q4 2017 and held it in 4 quarters. The position peaked at $404K in Q3 2020. 2,462 funds tracked by Wall St. Rank hold MCD as of Q4 2020.

  • DC Investments Management reported no remaining McDonald's position as of Q4 2020 after selling out during the quarter.
  • DC Investments Management sold 1,841 McDonald's shares in Q4 2020, an estimated $404K.
  • DC Investments Management first reported a position in McDonald's in Q4 2017 and held it in 4 quarters.
  • DC Investments Management's McDonald's position peaked at $404K in Q3 2020.
  • 2,462 funds tracked by Wall St. Rank held McDonald's as of Q4 2020.

Based on DC Investments Management's 13F filing for Q4 2020, filed 12 Feb 2021.