Point View Wealth Management’s McDonald's MCD Stock Holding History

Point View 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
2020 Q4	$227K	Hold	1,059	–	–	0.09%	237
2020 Q3	$232K	Sell	1,059 -43	-4%	-$8.83K	0.11%	220
2020 Q2	$203K	Buy	+1,102	New	+$202K	0.1%	233
2020 Q1	–	Sell	-1,202	Closed	-$238K	–	268
2019 Q4	$238K	Hold	1,202	–	–	0.1%	227
2019 Q3	$258K	Sell	1,202 -5	-0.4%	-$1.07K	0.12%	219
2019 Q2	$251K	Hold	1,207	–	–	0.11%	219
2019 Q1	$229K	Hold	1,207	–	–	0.1%	222
2018 Q4	$214K	Hold	1,207	–	–	0.11%	217
2018 Q3	$202K	Buy	+1,207	New	+$193K	0.09%	243
2018 Q1	–	Sell	-1,167	Closed	-$201K	–	262
2017 Q4	$201K	Buy	+1,167	New	+$196K	0.1%	234

Other funds holding MCD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Point View Wealth Management's MCD Position: Q4 2020 in Review

Point View Wealth Management held its McDonald's (MCD) position steady in Q4 2020 at 1,059 shares worth $227K. The position accounts for 0.09% of the portfolio, ranked #237.

Point View Wealth Management first reported a position in MCD in Q4 2017 and has held it in 10 quarters since. The position peaked at $258K in Q3 2019. 2,463 funds tracked by Wall St. Rank hold MCD as of Q4 2020.

Point View Wealth Management held 1,059 shares of McDonald's worth $227K as of Q4 2020.
Point View Wealth Management left its McDonald's share count unchanged in Q4 2020.
McDonald's made up 0.09% of Point View Wealth Management's portfolio in Q4 2020, its #237 holding.
Point View Wealth Management first reported a position in McDonald's in Q4 2017 and has held it in 10 quarters since.
Point View Wealth Management's McDonald's position peaked at $258K in Q3 2019.
2,463 funds tracked by Wall St. Rank held McDonald's as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.