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PHH Investments’s McDonald's MCD Stock Holding History

PHH Investments’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 		$204K Buy
1,032
+8
+0.8% +$1.59K 0.05% 78
2019
Q3 		$220K Hold
1,024
– – 0.06% 79
2019
Q2 		$213K Sell
1,024
-213
-17% -$42.2K 0.06% 78
2019
Q1 		$235K Buy
1,237
+1
+0.1% +$181 0.07% 77
2018
Q4 		$219K Buy
1,236
+1
+0.1% +$177 0.07% 78
2018
Q3 		$207K Buy
+1,235
New +$198K 0.06% 77

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

PHH Investments's MCD Position: Q4 2019 in Review

PHH Investments increased its McDonald's (MCD) stake by 0.78% in Q4 2019, buying an estimated $1.59K and bringing the position to 1,032 shares worth $204K. The position accounts for 0.05% of the portfolio, ranked #78.

PHH Investments first reported a position in MCD in Q3 2018 and has held it in 6 quarters since. The position peaked at $235K in Q1 2019. 2,259 funds tracked by Wall St. Rank hold MCD as of Q4 2019.

  • PHH Investments held 1,032 shares of McDonald's worth $204K as of Q4 2019.
  • PHH Investments bought 8 McDonald's shares in Q4 2019, an estimated $1.59K.
  • McDonald's made up 0.05% of PHH Investments's portfolio in Q4 2019, its #78 holding.
  • PHH Investments first reported a position in McDonald's in Q3 2018 and has held it in 6 quarters since.
  • PHH Investments's McDonald's position peaked at $235K in Q1 2019.
  • 2,259 funds tracked by Wall St. Rank held McDonald's as of Q4 2019.

Based on PHH Investments's 13F filing for Q4 2019, filed 13 Feb 2020.