New Capital Management’s McDonald's MCD Stock Holding History

New Capital 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
2021 Q1	$37K	Hold	166	–	–	0.03%	74
2020 Q4	$36K	Hold	166	–	–	0.02%	76
2020 Q3	$36K	Hold	166	–	–	0.04%	71
2020 Q2	$31K	Hold	166	–	–	0.04%	72
2020 Q1	$27K	Sell	166 -56	-25%	-$11K	0.05%	64
2019 Q4	$44K	Sell	222 -2,786	-93%	-$553K	0.07%	62
2019 Q3	$48K	Buy	3,008 +2,787	+1,261%	+$598K	0.04%	57
2019 Q2	$46K	Hold	221	–	–	0.08%	59
2019 Q1	$42K	Hold	221	–	–	0.12%	60
2018 Q4	$39K	Buy	221 +55	+33%	+$9.75K	0.07%	57
2018 Q3	$28K	Hold	166	–	–	0.05%	83
2018 Q2	$26K	Hold	166	–	–	0.05%	85
2018 Q1	$26K	Hold	166	–	–	0.07%	89
2017 Q4	$29K	Hold	166	–	–	0.04%	93
2017 Q3	$26K	Hold	166	–	–	0.05%	94
2017 Q2	$22K	Hold	166	–	–	0.04%	107
2017 Q1	$22K	Hold	166	–	–	0.04%	106
2016 Q4	$20K	Buy	+166	New	+$19.5K	0.03%	103

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

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

New Capital Management's MCD Position: Q1 2021 in Review

New Capital Management held its McDonald's (MCD) position steady in Q1 2021 at 166 shares worth $37K. The position accounts for 0.03% of the portfolio, ranked #74.

New Capital Management first reported a position in MCD in Q4 2016 and has held it in 18 quarters since. The position peaked at $48K in Q3 2019. 2,494 funds tracked by Wall St. Rank hold MCD as of Q1 2021.

New Capital Management held 166 shares of McDonald's worth $37K as of Q1 2021.
New Capital Management left its McDonald's share count unchanged in Q1 2021.
McDonald's made up 0.03% of New Capital Management's portfolio in Q1 2021, its #74 holding.
New Capital Management first reported a position in McDonald's in Q4 2016 and has held it in 18 quarters since.
New Capital Management's McDonald's position peaked at $48K in Q3 2019.
2,494 funds tracked by Wall St. Rank held McDonald's as of Q1 2021.

Based on New Capital Management's 13F filing for Q1 2021, filed 15 Apr 2021.