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Oliver Luxxe Assets’s McDonald's MCD Stock Holding History

Oliver Luxxe Assets’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
2019
Q4 		– Sell
-11,412
Closed -$2.4M – 134
2019
Q3 		$2.4M Buy
11,412
+440
+4% +$94.3K 1.4% 28
2019
Q2 		$2.33M Sell
10,972
-874
-7% -$173K 1.29% 37
2019
Q1 		$2.25M Sell
11,846
-3,740
-24% -$679K 1.3% 34
2018
Q4 		$2.77M Buy
+15,586
New +$2.76M 1.87% 20

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

Oliver Luxxe Assets's MCD Position: Q4 2019 in Review

Oliver Luxxe Assets sold out of McDonald's (MCD) in Q4 2019, closing a stake of 11,412 shares — an estimated $2.4M sold.

Oliver Luxxe Assets first reported a position in MCD in Q4 2018 and held it in 4 quarters. The position peaked at $2.77M in Q4 2018. 2,258 funds tracked by Wall St. Rank hold MCD as of Q4 2019.

  • Oliver Luxxe Assets reported no remaining McDonald's position as of Q4 2019 after selling out during the quarter.
  • Oliver Luxxe Assets sold 11,412 McDonald's shares in Q4 2019, an estimated $2.4M.
  • Oliver Luxxe Assets first reported a position in McDonald's in Q4 2018 and held it in 4 quarters.
  • Oliver Luxxe Assets's McDonald's position peaked at $2.77M in Q4 2018.
  • 2,258 funds tracked by Wall St. Rank held McDonald's as of Q4 2019.

Based on Oliver Luxxe Assets's 13F filing for Q4 2019, filed 4 Feb 2020.