PagnatoKarp Partners’s McDonald's MCD Stock Holding History

PagnatoKarp Partners’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 Q2	–	Sell	-4,435	Closed	-$733K	–	85
2020 Q1	$733K	Sell	4,435 -350	-7%	-$69K	0.18%	69
2019 Q4	$946K	Buy	4,785 +20	+0.4%	+$3.97K	0.16%	69
2019 Q3	$1.02M	Sell	4,765 -10	-0.2%	-$2.14K	0.2%	64
2019 Q2	$992K	Sell	4,775 -1,224	-20%	-$242K	0.21%	60
2019 Q1	$1.14M	Sell	5,999 -89	-1%	-$16.2K	0.26%	54
2018 Q4	$1.08M	Buy	6,088 +34	+0.6%	+$6.03K	0.23%	53
2018 Q3	$1.01M	Buy	6,054 +61	+1%	+$9.78K	0.3%	52
2018 Q2	$939K	Buy	5,993 +1,926	+47%	+$312K	0.3%	51
2018 Q1	$636K	Sell	4,067 -1,658	-29%	-$273K	0.27%	63
2017 Q4	$986K	Buy	5,725 +75	+1%	+$12.6K	0.29%	54
2017 Q3	$885K	Buy	5,650 +378	+7%	+$59.2K	0.22%	58
2017 Q2	$807K	Buy	5,272 +217	+4%	+$31.4K	0.24%	57
2017 Q1	$655K	Buy	5,055 +1,078	+27%	+$135K	0.19%	61
2016 Q4	$484K	Buy	+3,977	New	+$466K	0.15%	76

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PagnatoKarp Partners's MCD Position: Q2 2020 in Review

PagnatoKarp Partners sold out of McDonald's (MCD) in Q2 2020, closing a stake of 4,435 shares — an estimated $733K sold.

PagnatoKarp Partners first reported a position in MCD in Q4 2016 and held it in 14 quarters. The position peaked at $1.14M in Q1 2019. 2,214 funds tracked by Wall St. Rank hold MCD as of Q2 2020.

PagnatoKarp Partners reported no remaining McDonald's position as of Q2 2020 after selling out during the quarter.
PagnatoKarp Partners sold 4,435 McDonald's shares in Q2 2020, an estimated $733K.
PagnatoKarp Partners first reported a position in McDonald's in Q4 2016 and held it in 14 quarters.
PagnatoKarp Partners's McDonald's position peaked at $1.14M in Q1 2019.
2,214 funds tracked by Wall St. Rank held McDonald's as of Q2 2020.

Based on PagnatoKarp Partners's 13F filing for Q2 2020.