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Pinnacle Advisory Group’s McDonald's MCD Stock Holding History

Pinnacle Advisory Group’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
2021
Q1 		$572K Buy
2,554
+505
+25% +$108K 0.03% 147
2020
Q4 		$440K Buy
2,049
+110
+6% +$23.9K 0.03% 133
2020
Q3 		$426K Sell
1,939
-42
-2% -$8.62K 0.03% 126
2020
Q2 		$365K Sell
1,981
-14
-0.7% -$2.57K 0.03% 134
2020
Q1 		$330K Buy
1,995
+228
+13% +$44.9K 0.03% 125
2019
Q4 		$349K Sell
1,767
-93
-5% -$18.4K 0.02% 135
2019
Q3 		$399K Buy
1,860
+24
+1% +$5.14K 0.03% 122
2019
Q2 		$381K Buy
1,836
+119
+7% +$23.6K 0.03% 127
2019
Q1 		$326K Buy
1,717
+111
+7% +$20.1K 0.02% 128
2018
Q4 		$285K Sell
1,606
-9
-0.6% -$1.6K 0.02% 129
2018
Q3 		$270K Buy
+1,615
New +$259K 0.02% 138
2018
Q2 		– Sell
-1,902
Closed -$297K – 169
2018
Q1 		$297K Sell
1,902
-784
-29% -$129K 0.02% 157
2017
Q4 		$462K Sell
2,686
-118
-4% -$19.8K 0.03% 138
2017
Q3 		$439K Sell
2,804
-293
-9% -$45.9K 0.03% 129
2017
Q2 		$474K Sell
3,097
-327
-10% -$47.3K 0.03% 117
2017
Q1 		$444K Buy
3,424
+1,169
+52% +$147K 0.03% 120
2016
Q4 		$275K Buy
2,255
+115
+5% +$13.5K 0.02% 157
2016
Q3 		$245K Buy
+2,140
New +$254K 0.02% 114

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pinnacle Advisory Group's MCD Position: Q1 2021 in Review

Pinnacle Advisory Group increased its McDonald's (MCD) stake by 25% in Q1 2021, buying an estimated $108K and bringing the position to 2,554 shares worth $572K. The position accounts for 0.03% of the portfolio, ranked #147.

Pinnacle Advisory Group first reported a position in MCD in Q3 2016 and has held it in 18 quarters since. 2,495 funds tracked by Wall St. Rank hold MCD as of Q1 2021.

  • Pinnacle Advisory Group held 2,554 shares of McDonald's worth $572K as of Q1 2021.
  • Pinnacle Advisory Group bought 505 McDonald's shares in Q1 2021, an estimated $108K.
  • McDonald's made up 0.03% of Pinnacle Advisory Group's portfolio in Q1 2021, its #147 holding.
  • Pinnacle Advisory Group first reported a position in McDonald's in Q3 2016 and has held it in 18 quarters since.
  • 2,495 funds tracked by Wall St. Rank held McDonald's as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.