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JOYN Advisors’s McDonald's MCD Stock Holding History

JOYN 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
Q1 		$349K Buy
2,108
+255
+14% +$50.2K 0.12% 60
2019
Q4 		$366K Sell
1,853
-74
-4% -$14.7K 0.08% 66
2019
Q3 		$414K Buy
1,927
+31
+2% +$6.65K 0.09% 57
2019
Q2 		$399K Sell
1,896
-50
-3% -$9.9K 0.09% 68
2019
Q1 		$370K Sell
1,946
-73
-4% -$13.2K 0.09% 59
2018
Q4 		$358K Sell
2,019
-384
-16% -$68.1K 0.08% 65
2018
Q3 		$402K Buy
2,403
+90
+4% +$14.4K 0.08% 72
2018
Q2 		$362K Sell
2,313
-1,044
-31% -$169K 0.08% 74
2018
Q1 		$525K Sell
3,357
-3,305
-50% -$544K 0.11% 59
2017
Q4 		$1.15M Buy
+6,662
New +$1.12M 0.24% 30

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JOYN Advisors's MCD Position: Q1 2020 in Review

JOYN Advisors increased its McDonald's (MCD) stake by 14% in Q1 2020, buying an estimated $50.2K and bringing the position to 2,108 shares worth $349K. The position accounts for 0.12% of the portfolio, ranked #60.

JOYN Advisors first reported a position in MCD in Q4 2017 and has held it in 10 quarters since. The position peaked at $1.15M in Q4 2017. 2,165 funds tracked by Wall St. Rank hold MCD as of Q1 2020.

  • JOYN Advisors held 2,108 shares of McDonald's worth $349K as of Q1 2020.
  • JOYN Advisors bought 255 McDonald's shares in Q1 2020, an estimated $50.2K.
  • McDonald's made up 0.12% of JOYN Advisors's portfolio in Q1 2020, its #60 holding.
  • JOYN Advisors first reported a position in McDonald's in Q4 2017 and has held it in 10 quarters since.
  • JOYN Advisors's McDonald's position peaked at $1.15M in Q4 2017.
  • 2,165 funds tracked by Wall St. Rank held McDonald's as of Q1 2020.

Based on JOYN Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.