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Independence Advisors’s McDonald's MCD Stock Holding History

Independence 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
2020
Q3 		$4.53M Buy
20,649
+48
+0.2% +$9.86K 0.97% 22
2020
Q2 		$3.8M Sell
20,601
-566
-3% -$104K 0.87% 22
2020
Q1 		$3.5M Sell
21,167
-156
-0.7% -$30.7K 0.97% 21
2019
Q4 		$4.21M Buy
21,323
+54
+0.3% +$10.7K 1.02% 18
2019
Q3 		$4.57M Sell
21,269
-42
-0.2% -$9.01K 1.11% 16
2019
Q2 		$4.42M Buy
21,311
+134
+0.6% +$26.5K 1.13% 16
2019
Q1 		$4.02M Buy
21,177
+53
+0.3% +$9.62K 1.13% 16
2018
Q4 		$3.75M Sell
21,124
-72
-0.3% -$12.8K 1.25% 16
2018
Q3 		$3.55M Buy
21,196
+77
+0.4% +$12.3K 1.06% 17
2018
Q2 		$3.31M Buy
21,119
+51
+0.2% +$8.27K 1.06% 18
2018
Q1 		$3.29M Buy
21,068
+51
+0.2% +$8.39K 1.09% 19
2017
Q4 		$3.62M Sell
21,017
-538
-2% -$90.3K 1.22% 16
2017
Q3 		$3.38M Buy
21,555
+634
+3% +$99.4K 1.35% 14
2017
Q2 		$3.2M Sell
20,921
-1
-0% -$145 1.27% 17
2017
Q1 		$2.71M Sell
20,922
-192
-0.9% -$24.1K 1.14% 17
2016
Q4 		$2.57M Buy
21,114
+46
+0.2% +$5.39K 1.13% 17
2016
Q3 		$2.43M Buy
21,068
+8,505
+68% +$1.01M 1.14% 17
2016
Q2 		$1.51M Buy
+12,563
New +$1.57M 0.79% 18

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

Independence Advisors's MCD Position: Q3 2020 in Review

Independence Advisors increased its McDonald's (MCD) stake by 0.23% in Q3 2020, buying an estimated $9.86K and bringing the position to 20,649 shares worth $4.53M. The position accounts for 0.97% of the portfolio, ranked #22.

Independence Advisors first reported a position in MCD in Q2 2016 and has held it in 18 quarters since. The position peaked at $4.57M in Q3 2019. 2,278 funds tracked by Wall St. Rank hold MCD as of Q3 2020.

  • Independence Advisors held 20,649 shares of McDonald's worth $4.53M as of Q3 2020.
  • Independence Advisors bought 48 McDonald's shares in Q3 2020, an estimated $9.86K.
  • McDonald's made up 0.97% of Independence Advisors's portfolio in Q3 2020, its #22 holding.
  • Independence Advisors first reported a position in McDonald's in Q2 2016 and has held it in 18 quarters since.
  • Independence Advisors's McDonald's position peaked at $4.57M in Q3 2019.
  • 2,278 funds tracked by Wall St. Rank held McDonald's as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.