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NewFocus Financial Group’s McDonald's MCD Stock Holding History

NewFocus Financial 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
2020
Q4 		$3.47M Sell
16,154
-1,131
-7% -$246K 1.02% 28
2020
Q3 		$3.79M Sell
17,285
-2,773
-14% -$569K 1.26% 24
2020
Q2 		$3.7M Sell
20,058
-2,356
-11% -$432K 1.33% 21
2020
Q1 		$3.71M Sell
22,414
-717
-3% -$141K 1.71% 21
2019
Q4 		$4.57M Sell
23,131
-115
-0.5% -$22.8K 1.78% 16
2019
Q3 		$4.99M Sell
23,246
-77
-0.3% -$16.5K 2.19% 13
2019
Q2 		$4.84M Buy
23,323
+1,321
+6% +$262K 2.24% 13
2019
Q1 		$4.18M Buy
22,002
+33
+0.2% +$5.99K 2.08% 16
2018
Q4 		$3.9M Sell
21,969
-137
-0.6% -$24.3K 2.3% 15
2018
Q3 		$3.7M Buy
22,106
+414
+2% +$66.3K 2% 18
2018
Q2 		$3.4M Buy
21,692
+144
+0.7% +$23.3K 2.05% 17
2018
Q1 		$3.37M Sell
21,548
-39
-0.2% -$6.42K 2.12% 18
2017
Q4 		$3.72M Sell
21,587
-97
-0.4% -$16.3K 2.26% 17
2017
Q3 		$3.4M Buy
21,684
+152
+0.7% +$23.8K 2.21% 20
2017
Q2 		$3.3M Buy
21,532
+515
+2% +$74.4K 1.86% 22
2017
Q1 		$2.72M Buy
21,017
+274
+1% +$34.4K 1.68% 22
2016
Q4 		$2.52M Buy
20,743
+232
+1% +$27.2K 1.7% 24
2016
Q3 		$2.37M Buy
20,511
+49
+0.2% +$5.81K 1.71% 23
2016
Q2 		$2.46M Sell
20,462
-293
-1% -$36.7K 1.82% 24
2016
Q1 		$2.61M Buy
20,755
+724
+4% +$86.5K 1.91% 19
2015
Q4 		$2.37M Buy
20,031
+253
+1% +$28.3K 1.65% 21
2015
Q3 		$1.95M Sell
19,778
-5,632
-22% -$549K 1.5% 29
2015
Q2 		$2.42M Sell
25,410
-614
-2% -$59.4K 1.56% 28
2015
Q1 		$2.54M Sell
26,024
-1,323
-5% -$126K 1.58% 27
2014
Q4 		$2.56M Sell
27,347
-12
-0% -$1.12K 1.77% 26
2014
Q3 		$2.58M Sell
27,359
-1,692
-6% -$161K 2.08% 26
2014
Q2 		$2.93M Sell
29,051
-1,407
-5% -$142K 2.31% 27
2014
Q1 		$2.99M Sell
30,458
-273
-0.9% -$26.1K 2.47% 26
2013
Q4 		$2.98M Buy
+30,731
New +$2.95M 2.52% 26

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NewFocus Financial Group's MCD Position: Q4 2020 in Review

NewFocus Financial Group reduced its McDonald's (MCD) stake by 6.5% in Q4 2020, selling an estimated $246K and leaving 16,154 shares worth $3.47M. The position accounts for 1.02% of the portfolio, ranked #28.

NewFocus Financial Group first reported a position in MCD in Q4 2013 and has held it in 29 quarters since. The position peaked at $4.99M in Q3 2019. 2,463 funds tracked by Wall St. Rank hold MCD as of Q4 2020.

  • NewFocus Financial Group held 16,154 shares of McDonald's worth $3.47M as of Q4 2020.
  • NewFocus Financial Group sold 1,131 McDonald's shares in Q4 2020, an estimated $246K.
  • McDonald's made up 1.02% of NewFocus Financial Group's portfolio in Q4 2020, its #28 holding.
  • NewFocus Financial Group first reported a position in McDonald's in Q4 2013 and has held it in 29 quarters since.
  • NewFocus Financial Group's McDonald's position peaked at $4.99M in Q3 2019.
  • 2,463 funds tracked by Wall St. Rank held McDonald's as of Q4 2020.

Based on NewFocus Financial Group's 13F filing for Q4 2020, filed 28 Jan 2021.