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Lucia Wealth Services’s McDonald's MCD Stock Holding History

Lucia Wealth Services’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 		$177K Sell
806
-13
-2% -$2.67K 0.04% 134
2020
Q2 		$151K Buy
819
+201
+33% +$36.9K 0.04% 130
2020
Q1 		$102K Hold
618
– – 0.03% 145
2019
Q4 		$122K Buy
618
+100
+19% +$19.8K 0.04% 129
2019
Q3 		$111K Sell
518
-149
-22% -$31.9K 0.04% 115
2019
Q2 		$139K Hold
667
– – 0.05% 115
2019
Q1 		$127K Buy
667
+372
+126% +$67.5K 0.04% 135
2018
Q4 		$52K Sell
295
-109
-27% -$19.3K 0.02% 141
2018
Q3 		$68K Buy
404
+76
+23% +$12.2K 0.02% 175
2018
Q2 		$51K Sell
328
-29
-8% -$4.7K 0.02% 165
2018
Q1 		$56K Buy
+357
New +$58.7K 0.02% 142

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

Lucia Wealth Services's MCD Position: Q3 2020 in Review

Lucia Wealth Services reduced its McDonald's (MCD) stake by 1.6% in Q3 2020, selling an estimated $2.67K and leaving 806 shares worth $177K. The position accounts for 0.04% of the portfolio, ranked #134.

Lucia Wealth Services first reported a position in MCD in Q1 2018 and has held it in 11 quarters since. 2,278 funds tracked by Wall St. Rank hold MCD as of Q3 2020.

  • Lucia Wealth Services held 806 shares of McDonald's worth $177K as of Q3 2020.
  • Lucia Wealth Services sold 13 McDonald's shares in Q3 2020, an estimated $2.67K.
  • McDonald's made up 0.04% of Lucia Wealth Services's portfolio in Q3 2020, its #134 holding.
  • Lucia Wealth Services first reported a position in McDonald's in Q1 2018 and has held it in 11 quarters since.
  • 2,278 funds tracked by Wall St. Rank held McDonald's as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.