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HBC Financial Services’s McDonald's MCD Stock Holding History

HBC Financial Services’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
-90
Closed -$19K – 204
2020
Q4 		$19K Hold
90
– – 0.01% 110
2020
Q3 		$19K Hold
90
– – 0.02% 102
2020
Q2 		$17K Hold
90
– – 0.02% 93
2020
Q1 		$14K Hold
90
– – 0.02% 100
2019
Q4 		$18K Buy
+90
New +$17.9K 0.02% 110

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HBC Financial Services's MCD Position: Q1 2021 in Review

HBC Financial Services sold out of McDonald's (MCD) in Q1 2021, closing a stake of 90 shares — an estimated $19K sold.

HBC Financial Services first reported a position in MCD in Q4 2019 and held it in 5 quarters. The position peaked at $19K in Q4 2020. 2,495 funds tracked by Wall St. Rank hold MCD as of Q1 2021.

  • HBC Financial Services reported no remaining McDonald's position as of Q1 2021 after selling out during the quarter.
  • HBC Financial Services sold 90 McDonald's shares in Q1 2021, an estimated $19K.
  • HBC Financial Services first reported a position in McDonald's in Q4 2019 and held it in 5 quarters.
  • HBC Financial Services's McDonald's position peaked at $19K in Q4 2020.
  • 2,495 funds tracked by Wall St. Rank held McDonald's as of Q1 2021.

Based on HBC Financial Services's 13F filing for Q1 2021, filed 10 May 2021.