Lumina Fund Management’s McDonald's MCD Stock Holding History

Lumina Fund 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 Q1	–	Sell	-3,500	Closed	-$692K	–	45
2019 Q4	$692K	Buy	+3,500	New	+$694K	0.33%	22

Other funds holding MCD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lumina Fund Management's MCD Position: Q1 2020 in Review

Lumina Fund Management sold out of McDonald's (MCD) in Q1 2020, closing a stake of 3,500 shares — an estimated $692K sold.

Lumina Fund Management first reported a position in MCD in Q4 2019 and held it in 1 quarter. The position peaked at $692K in Q4 2019. 2,165 funds tracked by Wall St. Rank hold MCD as of Q1 2020.

Lumina Fund Management reported no remaining McDonald's position as of Q1 2020 after selling out during the quarter.
Lumina Fund Management sold 3,500 McDonald's shares in Q1 2020, an estimated $692K.
Lumina Fund Management first reported a position in McDonald's in Q4 2019 and held it in 1 quarter.
Lumina Fund Management's McDonald's position peaked at $692K in Q4 2019.
2,165 funds tracked by Wall St. Rank held McDonald's as of Q1 2020.

Based on Lumina Fund Management's 13F filing for Q1 2020, filed 14 May 2020.