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

Elite 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
2019 Q3	–	Sell	-1,100	Closed	-$228K	–	26
2019 Q2	$228K	Hold	1,100	–	–	0.31%	24
2019 Q1	$209K	Buy	+1,100	New	+$200K	0.39%	28
2016 Q3	$13K	Buy	+109	New	+$12.9K	0.02%	103
2015 Q2	–	Sell	-11,233	Closed	-$1.09M	–	68
2015 Q1	$1.09M	Buy	+11,233	New	+$1.07M	0.97%	39
2014 Q4	–	Sell	-679	Closed	-$64K	–	291
2014 Q3	$64K	Hold	679	–	–	0.06%	108
2014 Q2	$68K	Hold	679	–	–	0.07%	97
2014 Q1	$67K	Sell	679 -1,639	-71%	-$157K	0.05%	106
2013 Q4	$225K	Sell	2,318 -8,250	-78%	-$793K	0.16%	71
2013 Q3	$1.02M	Buy	10,568 +854	+9%	+$83.4K	0.9%	19
2013 Q2	$962K	Buy	+9,714	New	+$973K	1.41%	10

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Elite Wealth Management's MCD Position: Q3 2019 in Review

Elite Wealth Management sold out of McDonald's (MCD) in Q3 2019, closing a stake of 1,100 shares — an estimated $228K sold.

Elite Wealth Management first reported a position in MCD in Q2 2013 and held it in 10 quarters. The position peaked at $1.09M in Q1 2015. 2,091 funds tracked by Wall St. Rank hold MCD as of Q3 2019.

Elite Wealth Management reported no remaining McDonald's position as of Q3 2019 after selling out during the quarter.
Elite Wealth Management sold 1,100 McDonald's shares in Q3 2019, an estimated $228K.
Elite Wealth Management first reported a position in McDonald's in Q2 2013 and held it in 10 quarters.
Elite Wealth Management's McDonald's position peaked at $1.09M in Q1 2015.
2,091 funds tracked by Wall St. Rank held McDonald's as of Q3 2019.

Based on Elite Wealth Management's 13F filing for Q3 2019, filed 9 Oct 2019.