OIWM
MCD icon

OptiFour Integrated Wealth Management’s McDonald's MCD Stock Holding History

OptiFour Integrated 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
2019
Q4 		$905K Hold
4,580
– – 0.62% 23
2019
Q3 		$983K Hold
4,580
– – 0.7% 23
2019
Q2 		$951K Buy
+4,580
New +$907K 0.66% 23

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

OptiFour Integrated Wealth Management's MCD Position: Q4 2019 in Review

OptiFour Integrated Wealth Management held its McDonald's (MCD) position steady in Q4 2019 at 4,580 shares worth $905K. The position accounts for 0.62% of the portfolio, ranked #23.

OptiFour Integrated Wealth Management first reported a position in MCD in Q2 2019 and has held it in 3 quarters since. The position peaked at $983K in Q3 2019. 2,259 funds tracked by Wall St. Rank hold MCD as of Q4 2019.

  • OptiFour Integrated Wealth Management held 4,580 shares of McDonald's worth $905K as of Q4 2019.
  • OptiFour Integrated Wealth Management left its McDonald's share count unchanged in Q4 2019.
  • McDonald's made up 0.62% of OptiFour Integrated Wealth Management's portfolio in Q4 2019, its #23 holding.
  • OptiFour Integrated Wealth Management first reported a position in McDonald's in Q2 2019 and has held it in 3 quarters since.
  • OptiFour Integrated Wealth Management's McDonald's position peaked at $983K in Q3 2019.
  • 2,259 funds tracked by Wall St. Rank held McDonald's as of Q4 2019.

Based on OptiFour Integrated Wealth Management's 13F filing for Q4 2019, filed 16 Jan 2020.