Jackson Financial Management’s McDonald's MCD Stock Holding History

Jackson Financial Management’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
2019 Q4	$2.52M	Hold	12,752	–	–	1.3%	21
2019 Q3	$2.74M	Hold	12,752	–	–	1.65%	19
2019 Q2	$2.65M	Hold	12,752	–	–	1.72%	20
2019 Q1	$2.42M	Sell	12,752 -112	-0.9%	-$20.3K	1.61%	20
2018 Q4	$2.28M	Buy	12,864 +50	+0.4%	+$8.87K	2.52%	16
2018 Q3	$2.14M	Sell	12,814 -23	-0.2%	-$3.69K	1.7%	18
2018 Q2	$2.01M	Buy	12,837 +29	+0.2%	+$4.7K	1.79%	17
2018 Q1	$2M	Sell	12,808 -24,718	-66%	-$4.07M	1.84%	18
2017 Q4	$6.46M	Buy	+37,526	New	+$6.3M	5.9%	7

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jackson Financial Management's MCD Position: Q4 2019 in Review

Jackson Financial Management held its McDonald's (MCD) position steady in Q4 2019 at 12,752 shares worth $2.52M. The position accounts for 1.3% of the portfolio, ranked #21.

Jackson Financial Management first reported a position in MCD in Q4 2017 and has held it in 9 quarters since. The position peaked at $6.46M in Q4 2017. 2,258 funds tracked by Wall St. Rank hold MCD as of Q4 2019.

Jackson Financial Management held 12,752 shares of McDonald's worth $2.52M as of Q4 2019.
Jackson Financial Management left its McDonald's share count unchanged in Q4 2019.
McDonald's made up 1.3% of Jackson Financial Management's portfolio in Q4 2019, its #21 holding.
Jackson Financial Management first reported a position in McDonald's in Q4 2017 and has held it in 9 quarters since.
Jackson Financial Management's McDonald's position peaked at $6.46M in Q4 2017.
2,258 funds tracked by Wall St. Rank held McDonald's as of Q4 2019.

Based on Jackson Financial Management's 13F filing for Q4 2019, filed 17 Jan 2020.