Paces Ferry Wealth Advisors’s McDonald's MCD Stock Holding History

Paces Ferry Wealth Advisors’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	-463	Closed	-$102K	–	703
2020 Q3	$102K	Buy	+463	New	+$95.1K	0.09%	157

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

Paces Ferry Wealth Advisors's MCD Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of McDonald's (MCD) in Q4 2020, closing a stake of 463 shares — an estimated $102K sold.

Paces Ferry Wealth Advisors first reported a position in MCD in Q3 2020 and held it in 1 quarter. The position peaked at $102K in Q3 2020. 2,462 funds tracked by Wall St. Rank hold MCD as of Q4 2020.

Paces Ferry Wealth Advisors reported no remaining McDonald's position as of Q4 2020 after selling out during the quarter.
Paces Ferry Wealth Advisors sold 463 McDonald's shares in Q4 2020, an estimated $102K.
Paces Ferry Wealth Advisors first reported a position in McDonald's in Q3 2020 and held it in 1 quarter.
Paces Ferry Wealth Advisors's McDonald's position peaked at $102K in Q3 2020.
2,462 funds tracked by Wall St. Rank held McDonald's as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.