Guidant Wealth Advisors’s McDonald's MCD Stock Holding History

Guidant Wealth 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
2019 Q3	$97K	Hold	453	–	–	0.04%	142
2019 Q2	$94K	Hold	453	–	–	0.04%	147
2019 Q1	$86K	Buy	453 +353	+353%	+$64.1K	0.03%	149
2018 Q4	$17K	Sell	100 -10	-9%	-$1.77K	0.01%	177
2018 Q3	$18K	Hold	110	–	–	0.01%	124
2018 Q2	$17K	Hold	110	–	–	0.01%	125
2018 Q1	$17K	Buy	110 +10	+10%	+$1.65K	0.01%	126
2017 Q4	$17K	Hold	100	–	–	0.01%	125
2017 Q3	$16K	Hold	100	–	–	0.01%	139
2017 Q2	$15K	Hold	100	–	–	0.01%	179
2017 Q1	$13K	Hold	100	–	–	0.01%	162
2016 Q4	$12K	Hold	100	–	–	0.01%	148
2016 Q3	$11K	Buy	+100	New	+$11.8K	0.01%	153

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

Guidant Wealth Advisors's MCD Position: Q3 2019 in Review

Guidant Wealth Advisors held its McDonald's (MCD) position steady in Q3 2019 at 453 shares worth $97K. The position accounts for 0.04% of the portfolio, ranked #142.

Guidant Wealth Advisors first reported a position in MCD in Q3 2016 and has held it in 13 quarters since. 2,090 funds tracked by Wall St. Rank hold MCD as of Q3 2019.

Guidant Wealth Advisors held 453 shares of McDonald's worth $97K as of Q3 2019.
Guidant Wealth Advisors left its McDonald's share count unchanged in Q3 2019.
McDonald's made up 0.04% of Guidant Wealth Advisors's portfolio in Q3 2019, its #142 holding.
Guidant Wealth Advisors first reported a position in McDonald's in Q3 2016 and has held it in 13 quarters since.
2,090 funds tracked by Wall St. Rank held McDonald's as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.