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Planning Solutions Group’s McDonald's MCD Stock Holding History

Planning Solutions 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
2019
Q2 		$645K Sell
3,105
-45
-1% -$8.91K 0.33% 63
2019
Q1 		$598K Buy
3,150
+22
+0.7% +$3.99K 0.32% 63
2018
Q4 		$555K Buy
+3,128
New +$555K 0.34% 63

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Planning Solutions Group's MCD Position: Q2 2019 in Review

Planning Solutions Group reduced its McDonald's (MCD) stake by 1.4% in Q2 2019, selling an estimated $8.91K and leaving 3,105 shares worth $645K. The position accounts for 0.33% of the portfolio, ranked #63.

Planning Solutions Group first reported a position in MCD in Q4 2018 and has held it in 3 quarters since. 2,072 funds tracked by Wall St. Rank hold MCD as of Q2 2019.

  • Planning Solutions Group held 3,105 shares of McDonald's worth $645K as of Q2 2019.
  • Planning Solutions Group sold 45 McDonald's shares in Q2 2019, an estimated $8.91K.
  • McDonald's made up 0.33% of Planning Solutions Group's portfolio in Q2 2019, its #63 holding.
  • Planning Solutions Group first reported a position in McDonald's in Q4 2018 and has held it in 3 quarters since.
  • 2,072 funds tracked by Wall St. Rank held McDonald's as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.