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Hefty Wealth Partners’s McDonald's MCD Stock Holding History

Hefty Wealth Partners’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
2018
Q1 		$109K Hold
696
– – 0.07% 102
2017
Q4 		$120K Hold
696
– – 0.07% 98
2017
Q3 		$109K Hold
696
– – 0.07% 97
2017
Q2 		$106K Hold
696
– – 0.07% 93
2017
Q1 		$90K Hold
696
– – 0.07% 97
2016
Q4 		$84K Hold
696
– – 0.07% 87
2016
Q3 		$80K Buy
696
+359
+107% +$42.5K 0.06% 101
2016
Q2 		$40K Hold
337
– – 0.03% 117
2016
Q1 		$42K Hold
337
– – 0.04% 114
2015
Q4 		$39K Buy
+337
New +$37.7K 0.04% 115

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hefty Wealth Partners's MCD Position: Q1 2018 in Review

Hefty Wealth Partners held its McDonald's (MCD) position steady in Q1 2018 at 696 shares worth $109K. The position accounts for 0.07% of the portfolio, ranked #102.

Hefty Wealth Partners first reported a position in MCD in Q4 2015 and has held it in 10 quarters since. The position peaked at $120K in Q4 2017. 1,846 funds tracked by Wall St. Rank hold MCD as of Q1 2018.

  • Hefty Wealth Partners held 696 shares of McDonald's worth $109K as of Q1 2018.
  • Hefty Wealth Partners left its McDonald's share count unchanged in Q1 2018.
  • McDonald's made up 0.07% of Hefty Wealth Partners's portfolio in Q1 2018, its #102 holding.
  • Hefty Wealth Partners first reported a position in McDonald's in Q4 2015 and has held it in 10 quarters since.
  • Hefty Wealth Partners's McDonald's position peaked at $120K in Q4 2017.
  • 1,846 funds tracked by Wall St. Rank held McDonald's as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.