FA
MCD icon

Fortis Advisors’s McDonald's MCD Stock Holding History

Fortis Advisors’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
Q2 		– Sell
-47,626
Closed -$7.88M – 259
2020
Q1 		$7.88M Buy
47,626
+265
+0.6% +$52.2K 5.28% 4
2019
Q4 		$9.36M Buy
47,361
+7
+0% +$1.39K 5.66% 3
2019
Q3 		$10.2M Buy
47,354
+269
+0.6% +$57.7K 4.78% 4
2019
Q2 		$9.78M Buy
47,085
+11
+0% +$2.18K 4.75% 4
2019
Q1 		$8.94M Sell
47,074
-14
-0% -$2.54K 4.69% 4
2018
Q4 		$8.36M Buy
47,088
+12
+0% +$2.13K 5.07% 4
2018
Q3 		$7.88M Sell
47,076
-37
-0.1% -$5.93K 4.42% 4
2018
Q2 		$7.38M Buy
47,113
+12
+0% +$1.95K 4.24% 5
2018
Q1 		$7.36M Buy
47,101
+12
+0% +$1.97K 4.06% 5
2017
Q4 		$8.11M Sell
47,089
-39
-0.1% -$6.55K 4.97% 3
2017
Q3 		$7.38M Buy
47,128
+12
+0% +$1.88K 5.12% 4
2017
Q2 		$7.22M Buy
47,116
+12
+0% +$1.73K 5.61% 4
2017
Q1 		$6.11M Buy
+47,104
New +$5.91M 5.54% 2

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fortis Advisors's MCD Position: Q2 2020 in Review

Fortis Advisors sold out of McDonald's (MCD) in Q2 2020, closing a stake of 47,626 shares — an estimated $7.88M sold.

Fortis Advisors first reported a position in MCD in Q1 2017 and held it in 13 quarters. The position peaked at $10.2M in Q3 2019. 2,213 funds tracked by Wall St. Rank hold MCD as of Q2 2020.

  • Fortis Advisors reported no remaining McDonald's position as of Q2 2020 after selling out during the quarter.
  • Fortis Advisors sold 47,626 McDonald's shares in Q2 2020, an estimated $7.88M.
  • Fortis Advisors first reported a position in McDonald's in Q1 2017 and held it in 13 quarters.
  • Fortis Advisors's McDonald's position peaked at $10.2M in Q3 2019.
  • 2,213 funds tracked by Wall St. Rank held McDonald's as of Q2 2020.

Based on Fortis Advisors's 13F filing for Q2 2020, filed 13 Aug 2020.