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LifePlan Financial Group’s McDonald's MCD Stock Holding History

LifePlan Financial Group’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
Q3 		$487K Hold
2,217
– – 0.21% 80
2020
Q2 		$409K Sell
2,217
-109
-5% -$20K 0.19% 84
2020
Q1 		$385K Hold
2,326
– – 0.21% 85
2019
Q4 		$460K Hold
2,326
– – 0.2% 84
2019
Q3 		$499K Hold
2,326
– – 0.23% 71
2019
Q2 		$483K Sell
2,326
-100
-4% -$19.8K 0.23% 72
2019
Q1 		$461K Hold
2,426
– – 0.25% 70
2018
Q4 		$431K Hold
2,426
– – 0.27% 65
2018
Q3 		$406K Hold
2,426
– – 0.22% 77
2018
Q2 		$380K Hold
2,426
– – 0.21% 77
2018
Q1 		$379K Buy
2,426
+38
+2% +$6.25K 0.22% 74
2017
Q4 		$374K Hold
2,388
– – 0.24% 77
2017
Q3 		$374K Sell
2,388
-120
-5% -$18.8K 0.24% 77
2017
Q2 		$384K Buy
2,508
+400
+19% +$57.8K 0.26% 74
2017
Q1 		$273K Hold
2,108
– – 0.19% 91
2016
Q4 		$257K Sell
2,108
-20
-0.9% -$2.35K 0.18% 99
2016
Q3 		$245K Hold
2,128
– – 0.17% 97
2016
Q2 		$256K Hold
2,128
– – 0.18% 91
2016
Q1 		$267K Buy
2,128
+20
+0.9% +$2.39K 0.19% 82
2015
Q4 		$249K Hold
2,108
– – 0.18% 81
2015
Q3 		$208K Hold
2,108
– – 0.15% 84
2015
Q2 		$200K Sell
2,108
-100
-5% -$9.67K 0.13% 93
2015
Q1 		$215K Hold
2,208
– – 0.14% 73
2014
Q4 		$207K Sell
2,208
-100
-4% -$9.36K 0.14% 77
2014
Q3 		$219K Hold
2,308
– – 0.19% 61
2014
Q2 		$233K Hold
2,308
– – 0.17% 58
2014
Q1 		$226K Buy
2,308
+400
+21% +$38.2K 0.18% 55
2013
Q4 		$185K Sell
1,908
-95
-5% -$9.13K 0.13% 63
2013
Q3 		$193K Hold
2,003
– – 0.16% 46
2013
Q2 		$198K Buy
+2,003
New +$201K 0.22% 41

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LifePlan Financial Group's MCD Position: Q3 2020 in Review

LifePlan Financial Group held its McDonald's (MCD) position steady in Q3 2020 at 2,217 shares worth $487K. The position accounts for 0.21% of the portfolio, ranked #80.

LifePlan Financial Group first reported a position in MCD in Q2 2013 and has held it in 30 quarters since. The position peaked at $499K in Q3 2019. 2,278 funds tracked by Wall St. Rank hold MCD as of Q3 2020.

  • LifePlan Financial Group held 2,217 shares of McDonald's worth $487K as of Q3 2020.
  • LifePlan Financial Group left its McDonald's share count unchanged in Q3 2020.
  • McDonald's made up 0.21% of LifePlan Financial Group's portfolio in Q3 2020, its #80 holding.
  • LifePlan Financial Group first reported a position in McDonald's in Q2 2013 and has held it in 30 quarters since.
  • LifePlan Financial Group's McDonald's position peaked at $499K in Q3 2019.
  • 2,278 funds tracked by Wall St. Rank held McDonald's as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.