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

Patriot 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
2018
Q4 		$11M Sell
61,709
-740
-1% -$131K 1.6% 16
2018
Q3 		$10.4M Buy
+62,449
New +$10M 1.32% 21

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Patriot Wealth Management's MCD Position: Q4 2018 in Review

Patriot Wealth Management reduced its McDonald's (MCD) stake by 1.2% in Q4 2018, selling an estimated $131K and leaving 61,709 shares worth $11M. The position accounts for 1.6% of the portfolio, ranked #16.

Patriot Wealth Management first reported a position in MCD in Q3 2018 and has held it in 2 quarters since. 2,004 funds tracked by Wall St. Rank hold MCD as of Q4 2018.

  • Patriot Wealth Management held 61,709 shares of McDonald's worth $11M as of Q4 2018.
  • Patriot Wealth Management sold 740 McDonald's shares in Q4 2018, an estimated $131K.
  • McDonald's made up 1.6% of Patriot Wealth Management's portfolio in Q4 2018, its #16 holding.
  • Patriot Wealth Management first reported a position in McDonald's in Q3 2018 and has held it in 2 quarters since.
  • 2,004 funds tracked by Wall St. Rank held McDonald's as of Q4 2018.

Based on Patriot Wealth Management's 13F filing for Q4 2018, filed 7 Jan 2019.