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

Lighthouse 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
2021
Q1 		$2.85M Sell
12,703
-142
-1% -$30.4K 0.86% 29
2020
Q4 		$2.76M Buy
12,845
+294
+2% +$63.9K 0.93% 33
2020
Q3 		$2.75M Sell
12,551
-99
-0.8% -$20.3K 1.05% 24
2020
Q2 		$2.32M Buy
12,650
+397
+3% +$72.8K 0.98% 28
2020
Q1 		$2.02M Buy
12,253
+1,494
+14% +$294K 1.23% 21
2019
Q4 		$2.13M Buy
+10,759
New +$2.13M 1% 24

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lighthouse Financial Advisors's MCD Position: Q1 2021 in Review

Lighthouse Financial Advisors reduced its McDonald's (MCD) stake by 1.1% in Q1 2021, selling an estimated $30.4K and leaving 12,703 shares worth $2.85M. The position accounts for 0.86% of the portfolio, ranked #29.

Lighthouse Financial Advisors first reported a position in MCD in Q4 2019 and has held it in 6 quarters since. 2,494 funds tracked by Wall St. Rank hold MCD as of Q1 2021.

  • Lighthouse Financial Advisors held 12,703 shares of McDonald's worth $2.85M as of Q1 2021.
  • Lighthouse Financial Advisors sold 142 McDonald's shares in Q1 2021, an estimated $30.4K.
  • McDonald's made up 0.86% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #29 holding.
  • Lighthouse Financial Advisors first reported a position in McDonald's in Q4 2019 and has held it in 6 quarters since.
  • 2,494 funds tracked by Wall St. Rank held McDonald's as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.