Orgel Wealth Management’s McDonald's MCD Stock Holding History

Orgel 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
2020 Q4	–	Sell	-1,182	Closed	-$259K	–	51
2020 Q3	$259K	Hold	1,182	–	–	0.07%	37
2020 Q2	$218K	Buy	+1,182	New	+$217K	0.08%	45

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Orgel Wealth Management's MCD Position: Q4 2020 in Review

Orgel Wealth Management sold out of McDonald's (MCD) in Q4 2020, closing a stake of 1,182 shares — an estimated $259K sold.

Orgel Wealth Management first reported a position in MCD in Q2 2020 and held it in 2 quarters. The position peaked at $259K in Q3 2020. 2,462 funds tracked by Wall St. Rank hold MCD as of Q4 2020.

Orgel Wealth Management reported no remaining McDonald's position as of Q4 2020 after selling out during the quarter.
Orgel Wealth Management sold 1,182 McDonald's shares in Q4 2020, an estimated $259K.
Orgel Wealth Management first reported a position in McDonald's in Q2 2020 and held it in 2 quarters.
Orgel Wealth Management's McDonald's position peaked at $259K in Q3 2020.
2,462 funds tracked by Wall St. Rank held McDonald's as of Q4 2020.

Based on Orgel Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.