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Oak Point Wealth Management’s McDonald's MCD Stock Holding History

Oak Point Wealth 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
2018
Q1 		$11K Hold
69
– – 0.01% 150
2017
Q4 		$12K Buy
+69
New +$11.6K 0.01% 144

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Oak Point Wealth Management's MCD Position: Q1 2018 in Review

Oak Point Wealth Management held its McDonald's (MCD) position steady in Q1 2018 at 69 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #150.

Oak Point Wealth Management first reported a position in MCD in Q4 2017 and has held it in 2 quarters since. The position peaked at $12K in Q4 2017. 1,847 funds tracked by Wall St. Rank hold MCD as of Q1 2018.

  • Oak Point Wealth Management held 69 shares of McDonald's worth $11K as of Q1 2018.
  • Oak Point Wealth Management left its McDonald's share count unchanged in Q1 2018.
  • McDonald's made up 0.01% of Oak Point Wealth Management's portfolio in Q1 2018, its #150 holding.
  • Oak Point Wealth Management first reported a position in McDonald's in Q4 2017 and has held it in 2 quarters since.
  • Oak Point Wealth Management's McDonald's position peaked at $12K in Q4 2017.
  • 1,847 funds tracked by Wall St. Rank held McDonald's as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.