First Allied Advisory Services’s McDonald's MCD Stock Holding History

First Allied Advisory Services’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	$5.55M	Buy	25,272 +180	+0.7%	+$37K	0.19%	120
2020 Q2	$4.63M	Sell	25,092 -100	-0.4%	-$18.3K	0.17%	132
2020 Q1	$4.17M	Buy	25,192 +253	+1%	+$49.8K	0.18%	131
2019 Q4	$4.94M	Sell	24,939 -1,773	-7%	-$352K	0.17%	145
2019 Q3	$5.74M	Buy	26,712 +543	+2%	+$116K	0.2%	117
2019 Q2	$5.43M	Buy	26,169 +488	+2%	+$96.7K	0.19%	135
2019 Q1	$4.87M	Buy	25,681 +1,324	+5%	+$240K	0.17%	153
2018 Q4	$4.34M	Sell	24,357 -3,438	-12%	-$610K	0.17%	148
2018 Q3	$4.67M	Sell	27,795 -494	-2%	-$79.2K	0.16%	152
2018 Q2	$4.45M	Buy	28,289 +3,911	+16%	+$634K	0.17%	154
2018 Q1	$3.81M	Sell	24,378 -535	-2%	-$88K	0.15%	170
2017 Q4	$4.28M	Buy	24,913 +1,907	+8%	+$320K	0.17%	144
2017 Q3	$3.61M	Buy	23,006 +478	+2%	+$74.9K	0.16%	160
2017 Q2	$3.45M	Sell	22,528 -1,125	-5%	-$163K	0.15%	160
2017 Q1	$3.04M	Buy	23,653 +1,188	+5%	+$149K	0.16%	147
2016 Q4	$2.73M	Sell	22,465 -1,503	-6%	-$176K	0.14%	172
2016 Q3	$2.77M	Sell	23,968 -6,822	-22%	-$808K	0.15%	163
2016 Q2	$3.69M	Buy	30,790 +5,401	+21%	+$676K	0.21%	123
2016 Q1	$3.22M	Buy	25,389 +1,391	+6%	+$166K	0.18%	145
2015 Q4	$2.83M	Buy	23,998 +6,625	+38%	+$741K	0.15%	160
2015 Q3	$1.71M	Hold	17,373	–	–	0.09%	247
2015 Q2	$1.67M	Sell	17,373 -591	-3%	-$57.2K	0.07%	296
2015 Q1	$1.75M	Sell	17,964 -11,843	-40%	-$1.12M	0.12%	211
2014 Q4	$2.79M	Buy	29,807 +661	+2%	+$61.9K	0.2%	121
2014 Q3	$2.77M	Sell	29,146 -4,091	-12%	-$390K	0.22%	103
2014 Q2	$3.35M	Sell	33,237 -2,237	-6%	-$226K	0.25%	112
2014 Q1	$3.49M	Buy	35,474 +2,125	+6%	+$203K	0.26%	92
2013 Q4	$3.25M	Buy	33,349 +551	+2%	+$52.9K	0.26%	99
2013 Q3	$3.16M	Sell	32,798 -877	-3%	-$85.6K	0.18%	140
2013 Q2	$3.33M	Buy	+33,675	New	+$3.37M	0.27%	110

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Allied Advisory Services's MCD Position: Q3 2020 in Review

First Allied Advisory Services increased its McDonald's (MCD) stake by 0.72% in Q3 2020, buying an estimated $37K and bringing the position to 25,272 shares worth $5.55M. The position accounts for 0.19% of the portfolio, ranked #120.

First Allied Advisory Services first reported a position in MCD in Q2 2013 and has held it in 30 quarters since. The position peaked at $5.74M in Q3 2019. 2,278 funds tracked by Wall St. Rank hold MCD as of Q3 2020.

First Allied Advisory Services held 25,272 shares of McDonald's worth $5.55M as of Q3 2020.
First Allied Advisory Services bought 180 McDonald's shares in Q3 2020, an estimated $37K.
McDonald's made up 0.19% of First Allied Advisory Services's portfolio in Q3 2020, its #120 holding.
First Allied Advisory Services first reported a position in McDonald's in Q2 2013 and has held it in 30 quarters since.
First Allied Advisory Services's McDonald's position peaked at $5.74M in Q3 2019.
2,278 funds tracked by Wall St. Rank held McDonald's as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.