Global Financial Private Capital’s McDonald's MCD Stock Holding History

Global Financial Private 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 Q2	$251K	Sell	1,360 -15	-1%	-$2.75K	0.02%	223
2020 Q1	$228K	Buy	1,375 +1,370	+27,400%	+$270K	0.01%	225
2019 Q4	$1K	Hold	5	–	–	﹤0.01%	381
2019 Q3	$1K	Sell	5 -2,308	-100%	-$495K	﹤0.01%	369
2019 Q2	$480K	Sell	2,313 -10,478	-82%	-$2.08M	0.02%	232
2019 Q1	$2.43M	Buy	12,791 +9,040	+241%	+$1.64M	0.12%	168
2018 Q4	$666K	Sell	3,751 -8,195	-69%	-$1.45M	0.04%	230
2018 Q3	$2M	Buy	11,946 +2,421	+25%	+$388K	0.07%	207
2018 Q2	$1.49M	Sell	9,525 -5,318	-36%	-$862K	0.05%	222
2018 Q1	$2.32M	Sell	14,843 -6,960	-32%	-$1.15M	0.08%	175
2017 Q4	$3.75M	Buy	21,803 +6,630	+44%	+$1.11M	0.13%	116
2017 Q3	$2.38M	Sell	15,173 -111,981	-88%	-$17.6M	0.09%	150
2017 Q2	$19.5M	Sell	127,154 -119,265	-48%	-$17.2M	0.94%	38
2017 Q1	$31.9M	Buy	+246,419	New	+$30.9M	1.61%	19

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Global Financial Private Capital's MCD Position: Q2 2020 in Review

Global Financial Private Capital reduced its McDonald's (MCD) stake by 1.1% in Q2 2020, selling an estimated $2.75K and leaving 1,360 shares worth $251K. The position accounts for 0.02% of the portfolio, ranked #223.

Global Financial Private Capital first reported a position in MCD in Q1 2017 and has held it in 14 quarters since. The position peaked at $31.9M in Q1 2017. 2,214 funds tracked by Wall St. Rank hold MCD as of Q2 2020.

Global Financial Private Capital held 1,360 shares of McDonald's worth $251K as of Q2 2020.
Global Financial Private Capital sold 15 McDonald's shares in Q2 2020, an estimated $2.75K.
McDonald's made up 0.02% of Global Financial Private Capital's portfolio in Q2 2020, its #223 holding.
Global Financial Private Capital first reported a position in McDonald's in Q1 2017 and has held it in 14 quarters since.
Global Financial Private Capital's McDonald's position peaked at $31.9M in Q1 2017.
2,214 funds tracked by Wall St. Rank held McDonald's as of Q2 2020.

Based on Global Financial Private Capital's 13F filing for Q2 2020, filed 11 Aug 2020.