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Newport Wealth Strategies’s McDonald's MCD Stock Holding History

Newport Wealth Strategies’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
-1,130
Closed -$229K – 99
2019
Q4 		$229K Buy
+1,130
New +$224K 0.17% 89
2018
Q2 		– Sell
-1,466
Closed -$229K – 91
2018
Q1 		$229K Buy
1,466
+3
+0.2% +$494 0.18% 84
2017
Q4 		$250K Buy
+1,463
New +$246K 0.18% 91

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

Newport Wealth Strategies's MCD Position: Q1 2020 in Review

Newport Wealth Strategies sold out of McDonald's (MCD) in Q1 2020, closing a stake of 1,130 shares — an estimated $229K sold.

Newport Wealth Strategies first reported a position in MCD in Q4 2017 and held it in 3 quarters. The position peaked at $250K in Q4 2017. 2,165 funds tracked by Wall St. Rank hold MCD as of Q1 2020.

  • Newport Wealth Strategies reported no remaining McDonald's position as of Q1 2020 after selling out during the quarter.
  • Newport Wealth Strategies sold 1,130 McDonald's shares in Q1 2020, an estimated $229K.
  • Newport Wealth Strategies first reported a position in McDonald's in Q4 2017 and held it in 3 quarters.
  • Newport Wealth Strategies's McDonald's position peaked at $250K in Q4 2017.
  • 2,165 funds tracked by Wall St. Rank held McDonald's as of Q1 2020.

Based on Newport Wealth Strategies's 13F filing for Q1 2020, filed 16 Apr 2020.