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Emerson Point Capital’s McDonald's MCD Stock Holding History

Emerson Point Capital’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 		– Sell
-6,800
Closed -$1.25M – 37
2020
Q2 		$1.25M Hold
6,800
– – 0.24% 28
2020
Q1 		$1.12M Hold
6,800
– – 0.3% 22
2019
Q4 		$1.34M Sell
6,800
-64,299
-90% -$12.8M 0.31% 26
2019
Q3 		$15.3M Buy
71,099
+22,237
+46% +$4.77M 3.49% 14
2019
Q2 		$10.1M Buy
48,862
+24,711
+102% +$4.89M 2.21% 17
2019
Q1 		$4.59M Sell
24,151
-9,945
-29% -$1.8M 1.3% 21
2018
Q4 		$6.05M Buy
+34,096
New +$6.05M 2.44% 13

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Emerson Point Capital's MCD Position: Q3 2020 in Review

Emerson Point Capital sold out of McDonald's (MCD) in Q3 2020, closing a stake of 6,800 shares — an estimated $1.25M sold.

Emerson Point Capital first reported a position in MCD in Q4 2018 and held it in 7 quarters. The position peaked at $15.3M in Q3 2019. 2,278 funds tracked by Wall St. Rank hold MCD as of Q3 2020.

  • Emerson Point Capital reported no remaining McDonald's position as of Q3 2020 after selling out during the quarter.
  • Emerson Point Capital sold 6,800 McDonald's shares in Q3 2020, an estimated $1.25M.
  • Emerson Point Capital first reported a position in McDonald's in Q4 2018 and held it in 7 quarters.
  • Emerson Point Capital's McDonald's position peaked at $15.3M in Q3 2019.
  • 2,278 funds tracked by Wall St. Rank held McDonald's as of Q3 2020.

Based on Emerson Point Capital's 13F filing for Q3 2020, filed 16 Nov 2020.