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Portfolio Strategies’s McDonald's MCD Stock Holding History

Portfolio Strategies’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 		– Sell
-85
Closed -$14K – 132
2018
Q3 		$14K Hold
85
– – 0.01% 135
2018
Q2 		$13K Hold
85
– – 0.01% 140
2018
Q1 		$13K Hold
85
– – 0.01% 144
2017
Q4 		$15K Buy
+85
New +$14.3K 0.01% 141

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Portfolio Strategies's MCD Position: Q4 2018 in Review

Portfolio Strategies sold out of McDonald's (MCD) in Q4 2018, closing a stake of 85 shares — an estimated $14K sold.

Portfolio Strategies first reported a position in MCD in Q4 2017 and held it in 4 quarters. The position peaked at $15K in Q4 2017. 2,003 funds tracked by Wall St. Rank hold MCD as of Q4 2018.

  • Portfolio Strategies reported no remaining McDonald's position as of Q4 2018 after selling out during the quarter.
  • Portfolio Strategies sold 85 McDonald's shares in Q4 2018, an estimated $14K.
  • Portfolio Strategies first reported a position in McDonald's in Q4 2017 and held it in 4 quarters.
  • Portfolio Strategies's McDonald's position peaked at $15K in Q4 2017.
  • 2,003 funds tracked by Wall St. Rank held McDonald's as of Q4 2018.

Based on Portfolio Strategies's 13F filing for Q4 2018, filed 4 Feb 2019.