MAM
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Mark Asset Management’s McDonald's MCD Stock Holding History

Mark Asset 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
2019
Q4 		– Sell
-2,027
Closed -$435K – 71
2019
Q3 		$435K Sell
2,027
-80
-4% -$17.2K 0.11% 54
2019
Q2 		$438K Sell
2,107
-14
-0.7% -$2.77K 0.1% 55
2019
Q1 		$403K Sell
2,121
-2,121
-50% -$385K 0.09% 54
2018
Q4 		$753K Sell
4,242
-40,053
-90% -$7.1M 0.2% 46
2018
Q3 		$7.41M Sell
44,295
-18,560
-30% -$2.97M 1.75% 26
2018
Q2 		$9.85M Buy
62,855
+11,477
+22% +$1.86M 2.42% 19
2018
Q1 		$8.03M Sell
51,378
-8,183
-14% -$1.35M 2.15% 23
2017
Q4 		$10.3M Sell
59,561
-18,227
-23% -$3.06M 2.57% 16
2017
Q3 		$12.2M Buy
77,788
+11,005
+16% +$1.72M 2.65% 17
2017
Q2 		$10.2M Buy
66,783
+39,783
+147% +$5.75M 2.3% 18
2017
Q1 		$3.5M Buy
+27,000
New +$3.39M 0.81% 30
2016
Q3 		– Sell
-6,000
Closed -$722K – 58
2016
Q2 		$722K Sell
6,000
-99,434
-94% -$12.5M 0.21% 38
2016
Q1 		$13.3M Buy
105,434
+9,279
+10% +$1.11M 3.84% 9
2015
Q4 		$11.4M Buy
+96,155
New +$10.8M 2.92% 14

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mark Asset Management's MCD Position: Q4 2019 in Review

Mark Asset Management sold out of McDonald's (MCD) in Q4 2019, closing a stake of 2,027 shares — an estimated $435K sold.

Mark Asset Management first reported a position in MCD in Q4 2015 and held it in 14 quarters. The position peaked at $13.3M in Q1 2016. 2,258 funds tracked by Wall St. Rank hold MCD as of Q4 2019.

  • Mark Asset Management reported no remaining McDonald's position as of Q4 2019 after selling out during the quarter.
  • Mark Asset Management sold 2,027 McDonald's shares in Q4 2019, an estimated $435K.
  • Mark Asset Management first reported a position in McDonald's in Q4 2015 and held it in 14 quarters.
  • Mark Asset Management's McDonald's position peaked at $13.3M in Q1 2016.
  • 2,258 funds tracked by Wall St. Rank held McDonald's as of Q4 2019.

Based on Mark Asset Management's 13F filing for Q4 2019, filed 14 Feb 2020.