Harvest Group Wealth Management’s McDonald's MCD Stock Holding History

Harvest Group Wealth Management’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 Q1	–	Sell	-1,343	Closed	-$288K	–	418
2020 Q4	$288K	Sell	1,343 -39	-3%	-$8.48K	0.17%	30
2020 Q3	$303K	Buy	1,382 +6	+0.4%	+$1.23K	0.21%	26
2020 Q2	$253K	Buy	1,376 +69	+5%	+$12.7K	0.21%	28
2020 Q1	$216K	Sell	1,307 -277	-17%	-$54.6K	0.22%	31
2019 Q4	$313K	Buy	1,584 +7	+0.4%	+$1.39K	0.27%	22
2019 Q3	$339K	Sell	1,577 -118	-7%	-$25.3K	0.42%	16
2019 Q2	$352K	Buy	1,695 +6	+0.4%	+$1.19K	0.45%	17
2019 Q1	$321K	Sell	1,689 -24	-1%	-$4.36K	0.3%	29
2018 Q4	$304K	Buy	+1,713	New	+$304K	0.39%	26
2018 Q2	–	Sell	-1,642	Closed	-$257K	–	41
2018 Q1	$257K	Hold	1,642	–	–	0.17%	40
2017 Q4	$283K	Buy	+1,642	New	+$276K	0.17%	39

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

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Harvest Group Wealth Management's MCD Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of McDonald's (MCD) in Q1 2021, closing a stake of 1,343 shares — an estimated $288K sold.

Harvest Group Wealth Management first reported a position in MCD in Q4 2017 and held it in 11 quarters. The position peaked at $352K in Q2 2019. 2,494 funds tracked by Wall St. Rank hold MCD as of Q1 2021.

Harvest Group Wealth Management reported no remaining McDonald's position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 1,343 McDonald's shares in Q1 2021, an estimated $288K.
Harvest Group Wealth Management first reported a position in McDonald's in Q4 2017 and held it in 11 quarters.
Harvest Group Wealth Management's McDonald's position peaked at $352K in Q2 2019.
2,494 funds tracked by Wall St. Rank held McDonald's as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.