EWF
MCD icon

Epstein & White Financial’s McDonald's MCD Stock Holding History

Epstein & White Financial’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
Q2 		$624K Buy
2,710
+98
+4% +$22.8K 0.16% 35
2021
Q1 		$585K Sell
2,612
-141
-5% -$30.2K 0.17% 35
2020
Q4 		$595K Buy
2,753
+571
+26% +$124K 0.18% 32
2020
Q3 		$480K Buy
2,182
+131
+6% +$26.9K 0.17% 29
2020
Q2 		$377K Sell
2,051
-4
-0.2% -$733 0.14% 38
2020
Q1 		$339K Buy
2,055
+51
+3% +$10K 0.14% 47
2019
Q4 		$394K Buy
2,004
+9
+0.5% +$1.78K 0.17% 51
2019
Q3 		$429K Sell
1,995
-1,098
-35% -$235K 0.21% 45
2019
Q2 		$613K Sell
3,093
-406
-12% -$80.4K 0.33% 33
2019
Q1 		$662K Buy
3,499
+1,703
+95% +$309K 0.38% 26
2018
Q4 		$319K Buy
1,796
+66
+4% +$11.7K 0.2% 47
2018
Q3 		$289K Sell
1,730
-57
-3% -$9.13K 0.19% 63
2018
Q2 		$280K Sell
1,787
-168
-9% -$27.2K 0.21% 78
2018
Q1 		$306K Buy
1,955
+200
+11% +$32.9K 0.2% 82
2017
Q4 		$304K Buy
+1,755
New +$295K 0.18% 79

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Epstein & White Financial's MCD Position: Q2 2021 in Review

Epstein & White Financial increased its McDonald's (MCD) stake by 3.8% in Q2 2021, buying an estimated $22.8K and bringing the position to 2,710 shares worth $624K. The position accounts for 0.16% of the portfolio, ranked #35.

Epstein & White Financial first reported a position in MCD in Q4 2017 and has held it in 15 quarters since. The position peaked at $662K in Q1 2019. 2,527 funds tracked by Wall St. Rank hold MCD as of Q2 2021.

  • Epstein & White Financial held 2,710 shares of McDonald's worth $624K as of Q2 2021.
  • Epstein & White Financial bought 98 McDonald's shares in Q2 2021, an estimated $22.8K.
  • McDonald's made up 0.16% of Epstein & White Financial's portfolio in Q2 2021, its #35 holding.
  • Epstein & White Financial first reported a position in McDonald's in Q4 2017 and has held it in 15 quarters since.
  • Epstein & White Financial's McDonald's position peaked at $662K in Q1 2019.
  • 2,527 funds tracked by Wall St. Rank held McDonald's as of Q2 2021.

Based on Epstein & White Financial's 13F filing for Q2 2021, filed 10 Aug 2021.