Integer Wealth Advisors Group’s McDonald's MCD Stock Holding History

Integer Wealth Advisors 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
2021 Q1	$330K	Buy	1,425 +227	+19%	+$48.5K	0.18%	63
2020 Q4	$253K	Hold	1,198	–	–	0.17%	68
2020 Q3	$263K	Hold	1,198	–	–	0.24%	58
2020 Q2	$221K	Hold	1,198	–	–	0.23%	61
2020 Q1	$217K	Buy	1,198 +32	+3%	+$6.3K	0.25%	58
2019 Q4	$250K	Buy	+1,166	New	+$231K	0.25%	56

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

Integer Wealth Advisors Group's MCD Position: Q1 2021 in Review

Integer Wealth Advisors Group increased its McDonald's (MCD) stake by 19% in Q1 2021, buying an estimated $48.5K and bringing the position to 1,425 shares worth $330K. The position accounts for 0.18% of the portfolio, ranked #63.

Integer Wealth Advisors Group first reported a position in MCD in Q4 2019 and has held it in 6 quarters since. 2,495 funds tracked by Wall St. Rank hold MCD as of Q1 2021.

Integer Wealth Advisors Group held 1,425 shares of McDonald's worth $330K as of Q1 2021.
Integer Wealth Advisors Group bought 227 McDonald's shares in Q1 2021, an estimated $48.5K.
McDonald's made up 0.18% of Integer Wealth Advisors Group's portfolio in Q1 2021, its #63 holding.
Integer Wealth Advisors Group first reported a position in McDonald's in Q4 2019 and has held it in 6 quarters since.
2,495 funds tracked by Wall St. Rank held McDonald's as of Q1 2021.

Based on Integer Wealth Advisors Group's 13F filing for Q1 2021, filed 12 Apr 2021.