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Jupiter Investment Management’s McDonald's MCD Stock Holding History

Jupiter Investment 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
2020
Q2 		$9.71M Buy
52,623
+50,898
+2,951% +$9.33M 0.15% 146
2020
Q1 		$285K Sell
1,725
-1,375
-44% -$271K 0.01% 325
2019
Q4 		$612K Sell
3,100
-8,734
-74% -$1.73M 0.01% 348
2019
Q3 		$2.54M Buy
+11,834
New +$2.54M 0.03% 293
2018
Q3 		– Sell
-38,781
Closed -$6.08M – 415
2018
Q2 		$6.08M Sell
38,781
-28,906
-43% -$4.69M 0.04% 192
2018
Q1 		$10.6M Buy
67,687
+22,112
+49% +$3.64M 0.08% 149
2017
Q4 		$7.84M Buy
45,575
+2,616
+6% +$439K 0.07% 157
2017
Q3 		$6.73M Sell
42,959
-165,183
-79% -$25.9M 0.07% 160
2017
Q2 		$31.9M Buy
208,142
+190,284
+1,066% +$27.5M 0.39% 79
2017
Q1 		$2.31M Hold
17,858
– – 0.03% 198
2016
Q4 		$2.17M Sell
17,858
-125
-0.7% -$14.7K 0.04% 184
2016
Q3 		$2.07M Buy
17,983
+1,176
+7% +$139K 0.04% 217
2016
Q2 		$2.02M Buy
16,807
+4,167
+33% +$522K 0.04% 252
2016
Q1 		$1.59M Buy
+12,640
New +$1.51M 0.03% 268
2014
Q4 		– Sell
-10,900
Closed -$1.03M – 376
2014
Q3 		$1.03M Sell
10,900
-14,000
-56% -$1.34M 0.05% 228
2014
Q2 		$2.51M Buy
+24,900
New +$2.51M 0.14% 132
2013
Q4 		– Sell
-42,400
Closed -$4.08M – 372
2013
Q3 		$4.08M Buy
42,400
+17,800
+72% +$1.74M 0.39% 102
2013
Q2 		$2.44M Buy
+24,600
New +$2.46M 0.29% 134

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jupiter Investment Management's MCD Position: Q2 2020 in Review

Jupiter Investment Management increased its McDonald's (MCD) stake by 2,951% in Q2 2020, buying an estimated $9.33M and bringing the position to 52,623 shares worth $9.71M. The position accounts for 0.15% of the portfolio, ranked #146.

Jupiter Investment Management first reported a position in MCD in Q2 2013 and has held it in 18 quarters since. The position peaked at $31.9M in Q2 2017. 2,213 funds tracked by Wall St. Rank hold MCD as of Q2 2020.

  • Jupiter Investment Management held 52,623 shares of McDonald's worth $9.71M as of Q2 2020.
  • Jupiter Investment Management bought 50,898 McDonald's shares in Q2 2020, an estimated $9.33M.
  • McDonald's made up 0.15% of Jupiter Investment Management's portfolio in Q2 2020, its #146 holding.
  • Jupiter Investment Management first reported a position in McDonald's in Q2 2013 and has held it in 18 quarters since.
  • Jupiter Investment Management's McDonald's position peaked at $31.9M in Q2 2017.
  • 2,213 funds tracked by Wall St. Rank held McDonald's as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.