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Houlihan Financial Resource Group’s McDonald's MCD Stock Holding History

Houlihan Financial Resource Group’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
Q3 		$248K Buy
+1,138
New +$234K 0.14% 91
2020
Q1 		– Sell
-1,133
Closed -$224K – 90
2019
Q4 		$224K Buy
+1,133
New +$225K 0.15% 89

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Houlihan Financial Resource Group's MCD Position: Q3 2020 in Review

Houlihan Financial Resource Group opened a new position in McDonald's (MCD) in Q3 2020: 1,138 shares worth $248K. The stake represents 0.14% of the portfolio and ranks #91 among its holdings. This is a return to the name: Houlihan Financial Resource Group previously reported a position in MCD as recently as Q4 2019.

Houlihan Financial Resource Group first reported a position in MCD in Q4 2019 and has held it in 2 quarters since. 2,278 funds tracked by Wall St. Rank hold MCD as of Q3 2020.

  • Houlihan Financial Resource Group held 1,138 shares of McDonald's worth $248K as of Q3 2020.
  • McDonald's was a new Houlihan Financial Resource Group position in Q3 2020.
  • McDonald's made up 0.14% of Houlihan Financial Resource Group's portfolio in Q3 2020, its #91 holding.
  • Houlihan Financial Resource Group first reported a position in McDonald's in Q4 2019 and has held it in 2 quarters since.
  • 2,278 funds tracked by Wall St. Rank held McDonald's as of Q3 2020.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2020, filed 13 Nov 2020.