LWM
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Lenox Wealth Management’s McDonald's MCD Stock Holding History

Lenox Wealth 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 		$77K Sell
420
-2
-0.5% -$367 0.02% 217
2020
Q1 		$69K Sell
422
-88
-17% -$17.3K 0.02% 217
2019
Q4 		$101K Hold
510
– – 0.03% 218
2019
Q3 		$109K Buy
510
+52
+11% +$11.1K 0.03% 200
2019
Q2 		$95K Hold
458
– – 0.03% 195
2019
Q1 		$87K Sell
458
-10
-2% -$1.81K 0.03% 192
2018
Q4 		$83K Sell
468
-14
-3% -$2.48K 0.03% 182
2018
Q3 		$81K Buy
482
+327
+211% +$52.4K 0.02% 207
2018
Q2 		$24K Buy
155
+3
+2% +$486 0.01% 273
2018
Q1 		$23K Buy
152
+24
+19% +$3.95K 0.01% 282
2017
Q4 		$22K Buy
128
+55
+75% +$9.24K 0.01% 304
2017
Q3 		$11K Hold
73
– – ﹤0.01% 382
2017
Q2 		$11K Buy
+73
New +$10.6K ﹤0.01% 363
2016
Q1 		– Sell
-276
Closed -$33K – 250
2015
Q4 		$33K Sell
276
-19
-6% -$2.12K 0.03% 127
2015
Q3 		$29K Sell
295
-30
-9% -$2.92K 0.02% 86
2015
Q2 		$31K Buy
325
+14
+5% +$1.35K 0.02% 89
2015
Q1 		$30K Buy
311
+50
+19% +$4.74K 0.02% 93
2014
Q4 		$24K Hold
261
– – 0.02% 99
2014
Q3 		$25K Buy
261
+26
+11% +$2.48K 0.02% 101
2014
Q2 		$24K Buy
235
+121
+106% +$12.2K 0.02% 104
2014
Q1 		$11K Hold
114
– – 0.01% 141
2013
Q4 		$11K Buy
+114
New +$11K 0.01% 139

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

Lenox Wealth Management's MCD Position: Q2 2020 in Review

Lenox Wealth Management reduced its McDonald's (MCD) stake by 0.47% in Q2 2020, selling an estimated $367 and leaving 420 shares worth $77K. The position accounts for 0.02% of the portfolio, ranked #217.

Lenox Wealth Management first reported a position in MCD in Q4 2013 and has held it in 22 quarters since. The position peaked at $109K in Q3 2019. 2,213 funds tracked by Wall St. Rank hold MCD as of Q2 2020.

  • Lenox Wealth Management held 420 shares of McDonald's worth $77K as of Q2 2020.
  • Lenox Wealth Management sold 2 McDonald's shares in Q2 2020, an estimated $367.
  • McDonald's made up 0.02% of Lenox Wealth Management's portfolio in Q2 2020, its #217 holding.
  • Lenox Wealth Management first reported a position in McDonald's in Q4 2013 and has held it in 22 quarters since.
  • Lenox Wealth Management's McDonald's position peaked at $109K in Q3 2019.
  • 2,213 funds tracked by Wall St. Rank held McDonald's as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.