MAG
MCD icon

Mokosak Advisory Group’s McDonald's MCD Stock Holding History

Mokosak Advisory 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
2019
Q4 		– Sell
-2,106
Closed -$452K – 25
2019
Q3 		$452K Sell
2,106
-8
-0.4% -$1.72K 0.3% 18
2019
Q2 		$439K Buy
2,114
+12
+0.6% +$2.38K 0.3% 18
2019
Q1 		$399K Buy
2,102
+13
+0.6% +$2.36K 0.28% 18
2018
Q4 		$371K Buy
2,089
+5
+0.2% +$887 0.29% 19
2018
Q3 		$349K Buy
2,084
+14
+0.7% +$2.24K 0.24% 11
2018
Q2 		$325K Buy
2,070
+12
+0.6% +$1.95K 0.24% 10
2018
Q1 		$322K Buy
2,058
+13
+0.6% +$2.14K 0.25% 10
2017
Q4 		$352K Buy
+2,045
New +$343K 0.27% 10

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

Mokosak Advisory Group's MCD Position: Q4 2019 in Review

Mokosak Advisory Group sold out of McDonald's (MCD) in Q4 2019, closing a stake of 2,106 shares — an estimated $452K sold.

Mokosak Advisory Group first reported a position in MCD in Q4 2017 and held it in 8 quarters. The position peaked at $452K in Q3 2019. 2,258 funds tracked by Wall St. Rank hold MCD as of Q4 2019.

  • Mokosak Advisory Group reported no remaining McDonald's position as of Q4 2019 after selling out during the quarter.
  • Mokosak Advisory Group sold 2,106 McDonald's shares in Q4 2019, an estimated $452K.
  • Mokosak Advisory Group first reported a position in McDonald's in Q4 2017 and held it in 8 quarters.
  • Mokosak Advisory Group's McDonald's position peaked at $452K in Q3 2019.
  • 2,258 funds tracked by Wall St. Rank held McDonald's as of Q4 2019.

Based on Mokosak Advisory Group's 13F filing for Q4 2019, filed 21 Jan 2020.