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Northstar Wealth Partners’s McDonald's MCD Stock Holding History

Northstar Wealth Partners’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
Q3 		$3.2M Sell
14,566
-2,472
-15% -$508K 1.49% 19
2020
Q2 		$3.14M Buy
17,038
+1,724
+11% +$316K 1.31% 18
2020
Q1 		$2.53M Buy
15,314
+1,822
+14% +$359K 1.29% 20
2019
Q4 		$2.67M Buy
13,492
+177
+1% +$35.1K 1.09% 23
2019
Q3 		$2.86M Sell
13,315
-561
-4% -$120K 1.25% 20
2019
Q2 		$2.88M Sell
13,876
-172
-1% -$34.1K 1.28% 21
2019
Q1 		$2.67M Sell
14,048
-257
-2% -$46.6K 1.22% 22
2018
Q4 		$2.54M Buy
14,305
+206
+1% +$36.5K 1.33% 21
2018
Q3 		$2.36M Buy
14,099
+751
+6% +$120K 1.13% 25
2018
Q2 		$2.09M Sell
13,348
-441
-3% -$71.5K 1.05% 27
2018
Q1 		$2.16M Buy
13,789
+7,385
+115% +$1.21M 1.1% 23
2017
Q4 		$1.11M Buy
6,404
+980
+18% +$165K 0.99% 34
2017
Q3 		$868K Sell
5,424
-490
-8% -$76.8K 0.85% 40
2017
Q2 		$919K Sell
5,914
-137
-2% -$19.8K 0.84% 38
2017
Q1 		$789K Buy
+6,051
New +$759K 0.73% 41

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northstar Wealth Partners's MCD Position: Q3 2020 in Review

Northstar Wealth Partners reduced its McDonald's (MCD) stake by 15% in Q3 2020, selling an estimated $508K and leaving 14,566 shares worth $3.2M. The position accounts for 1.49% of the portfolio, ranked #19.

Northstar Wealth Partners first reported a position in MCD in Q1 2017 and has held it in 15 quarters since. 2,279 funds tracked by Wall St. Rank hold MCD as of Q3 2020.

  • Northstar Wealth Partners held 14,566 shares of McDonald's worth $3.2M as of Q3 2020.
  • Northstar Wealth Partners sold 2,472 McDonald's shares in Q3 2020, an estimated $508K.
  • McDonald's made up 1.49% of Northstar Wealth Partners's portfolio in Q3 2020, its #19 holding.
  • Northstar Wealth Partners first reported a position in McDonald's in Q1 2017 and has held it in 15 quarters since.
  • 2,279 funds tracked by Wall St. Rank held McDonald's as of Q3 2020.

Based on Northstar Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.