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

Defined 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
2021 Q1	–	Sell	-100	Closed	-$21K	–	156
2020 Q4	$21K	Buy	+100	New	+$21.7K	0.02%	164

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

Defined Wealth Management's MCD Position: Q1 2021 in Review

Defined Wealth Management sold out of McDonald's (MCD) in Q1 2021, closing a stake of 100 shares — an estimated $21K sold.

Defined Wealth Management first reported a position in MCD in Q4 2020 and held it in 1 quarter. The position peaked at $21K in Q4 2020. 2,494 funds tracked by Wall St. Rank hold MCD as of Q1 2021.

Defined Wealth Management reported no remaining McDonald's position as of Q1 2021 after selling out during the quarter.
Defined Wealth Management sold 100 McDonald's shares in Q1 2021, an estimated $21K.
Defined Wealth Management first reported a position in McDonald's in Q4 2020 and held it in 1 quarter.
Defined Wealth Management's McDonald's position peaked at $21K in Q4 2020.
2,494 funds tracked by Wall St. Rank held McDonald's as of Q1 2021.

Based on Defined Wealth Management's 13F filing for Q1 2021, filed 18 May 2021.