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Kays Financial Advisory’s McDonald's MCD Stock Holding History

Kays Financial Advisory’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 		– Sell
-1,535
Closed -$330K – 108
2019
Q3 		$330K Buy
+1,535
New +$329K 0.06% 92
2017
Q1 		– Sell
-1,955
Closed -$238K – 79
2016
Q4 		$238K Buy
+1,955
New +$229K 0.09% 65

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

Kays Financial Advisory's MCD Position: Q4 2019 in Review

Kays Financial Advisory sold out of McDonald's (MCD) in Q4 2019, closing a stake of 1,535 shares — an estimated $330K sold.

Kays Financial Advisory first reported a position in MCD in Q4 2016 and held it in 2 quarters. The position peaked at $330K in Q3 2019. 2,258 funds tracked by Wall St. Rank hold MCD as of Q4 2019.

  • Kays Financial Advisory reported no remaining McDonald's position as of Q4 2019 after selling out during the quarter.
  • Kays Financial Advisory sold 1,535 McDonald's shares in Q4 2019, an estimated $330K.
  • Kays Financial Advisory first reported a position in McDonald's in Q4 2016 and held it in 2 quarters.
  • Kays Financial Advisory's McDonald's position peaked at $330K in Q3 2019.
  • 2,258 funds tracked by Wall St. Rank held McDonald's as of Q4 2019.

Based on Kays Financial Advisory's 13F filing for Q4 2019, filed 27 Jan 2020.