FCMC
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Founders Capital Management (Connecticut)’s McDonald's MCD Stock Holding History

Founders Capital Management (Connecticut)’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 		– Sell
-1,000
Closed -$224K – 74
2021
Q1 		$224K Buy
+1,000
New +$214K 0.06% 70
2018
Q1 		– Sell
-14,355
Closed -$2.47M – 54
2017
Q4 		$2.47M Sell
14,355
-162
-1% -$27.2K 1.09% 27
2017
Q3 		$2.27M Sell
14,517
-4,119
-22% -$646K 1.08% 27
2017
Q2 		$2.83M Hold
18,636
– – 1.41% 23
2017
Q1 		$2.42M Buy
18,636
+3
+0% +$376 1.23% 23
2016
Q4 		$2.27M Buy
18,633
+14
+0.1% +$1.64K 1.23% 23
2016
Q3 		$2.15M Sell
18,619
-1,850
-9% -$219K 1.2% 25
2016
Q2 		$2.46M Hold
20,469
– – 1.39% 23
2016
Q1 		$2.57M Hold
20,469
– – 1.5% 22
2015
Q4 		$2.42M Buy
20,469
+64
+0.3% +$7.16K 1.46% 23
2015
Q3 		$2.01M Sell
20,405
-350
-2% -$34.1K 1.3% 25
2015
Q2 		$1.97M Sell
20,755
-45
-0.2% -$4.35K 1.18% 26
2015
Q1 		$2.03M Buy
20,800
+955
+5% +$90.6K 1.21% 24
2014
Q4 		$1.86M Buy
19,845
+2,010
+11% +$188K 1.14% 26
2014
Q3 		$1.69M Buy
17,835
+4,500
+34% +$429K 1.08% 27
2014
Q2 		$1.34M Buy
13,335
+4,380
+49% +$442K 0.89% 31
2014
Q1 		$878K Buy
+8,955
New +$856K 0.7% 32

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

Founders Capital Management (Connecticut)'s MCD Position: Q2 2021 in Review

Founders Capital Management (Connecticut) sold out of McDonald's (MCD) in Q2 2021, closing a stake of 1,000 shares — an estimated $224K sold.

Founders Capital Management (Connecticut) first reported a position in MCD in Q1 2014 and held it in 17 quarters. The position peaked at $2.83M in Q2 2017. 2,526 funds tracked by Wall St. Rank hold MCD as of Q2 2021.

  • Founders Capital Management (Connecticut) reported no remaining McDonald's position as of Q2 2021 after selling out during the quarter.
  • Founders Capital Management (Connecticut) sold 1,000 McDonald's shares in Q2 2021, an estimated $224K.
  • Founders Capital Management (Connecticut) first reported a position in McDonald's in Q1 2014 and held it in 17 quarters.
  • Founders Capital Management (Connecticut)'s McDonald's position peaked at $2.83M in Q2 2017.
  • 2,526 funds tracked by Wall St. Rank held McDonald's as of Q2 2021.

Based on Founders Capital Management (Connecticut)'s 13F filing for Q2 2021, filed 15 Jul 2021.