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

Norris 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 Q1	–	Sell	-5,208	Closed	-$1.03M	–	71
2019 Q4	$1.03M	Buy	+5,208	New	+$1.03M	0.95%	26

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Norris Financial Group's MCD Position: Q1 2020 in Review

Norris Financial Group sold out of McDonald's (MCD) in Q1 2020, closing a stake of 5,208 shares — an estimated $1.03M sold.

Norris Financial Group first reported a position in MCD in Q4 2019 and held it in 1 quarter. The position peaked at $1.03M in Q4 2019. 2,165 funds tracked by Wall St. Rank hold MCD as of Q1 2020.

Norris Financial Group reported no remaining McDonald's position as of Q1 2020 after selling out during the quarter.
Norris Financial Group sold 5,208 McDonald's shares in Q1 2020, an estimated $1.03M.
Norris Financial Group first reported a position in McDonald's in Q4 2019 and held it in 1 quarter.
Norris Financial Group's McDonald's position peaked at $1.03M in Q4 2019.
2,165 funds tracked by Wall St. Rank held McDonald's as of Q1 2020.

Based on Norris Financial Group's 13F filing for Q1 2020, filed 2 Jun 2026.