KCS Wealth Advisory’s McDonald's MCD Stock Holding History

KCS Wealth 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	-579	Closed	-$124K	–	303
2019 Q3	$124K	Buy	+579	New	+$124K	0.09%	182

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

KCS Wealth Advisory's MCD Position: Q4 2019 in Review

KCS Wealth Advisory sold out of McDonald's (MCD) in Q4 2019, closing a stake of 579 shares — an estimated $124K sold.

KCS Wealth Advisory first reported a position in MCD in Q3 2019 and held it in 1 quarter. The position peaked at $124K in Q3 2019. 2,258 funds tracked by Wall St. Rank hold MCD as of Q4 2019.

KCS Wealth Advisory reported no remaining McDonald's position as of Q4 2019 after selling out during the quarter.
KCS Wealth Advisory sold 579 McDonald's shares in Q4 2019, an estimated $124K.
KCS Wealth Advisory first reported a position in McDonald's in Q3 2019 and held it in 1 quarter.
KCS Wealth Advisory's McDonald's position peaked at $124K in Q3 2019.
2,258 funds tracked by Wall St. Rank held McDonald's as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.