Landmark Financial Advisors’s McDonald's MCD Stock Holding History

Landmark Financial 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	–	Sell	-1,104	Closed	-$236K	–	70
2019 Q4	$236K	Buy	+1,104	New	+$219K	0.14%	59
2019 Q3	–	Sell	-1,083	Closed	-$224K	–	60
2019 Q2	$224K	Sell	1,083 -204	-16%	-$40.4K	0.14%	55
2019 Q1	$244K	Hold	1,287	–	–	0.16%	50
2018 Q4	$228K	Hold	1,287	–	–	0.15%	52
2018 Q3	$215K	Hold	1,287	–	–	0.13%	57
2018 Q2	$201K	Buy	+1,287	New	+$209K	0.12%	52
2018 Q1	–	Sell	-1,253	Closed	-$215K	–	55
2017 Q4	$215K	Buy	+1,253	New	+$210K	0.14%	54

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Landmark Financial Advisors's MCD Position: Q1 2020 in Review

Landmark Financial Advisors sold out of McDonald's (MCD) in Q1 2020, closing a stake of 1,104 shares — an estimated $236K sold.

Landmark Financial Advisors first reported a position in MCD in Q4 2017 and held it in 7 quarters. The position peaked at $244K in Q1 2019. 2,164 funds tracked by Wall St. Rank hold MCD as of Q1 2020.

Landmark Financial Advisors reported no remaining McDonald's position as of Q1 2020 after selling out during the quarter.
Landmark Financial Advisors sold 1,104 McDonald's shares in Q1 2020, an estimated $236K.
Landmark Financial Advisors first reported a position in McDonald's in Q4 2017 and held it in 7 quarters.
Landmark Financial Advisors's McDonald's position peaked at $244K in Q1 2019.
2,164 funds tracked by Wall St. Rank held McDonald's as of Q1 2020.

Based on Landmark Financial Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.