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Price Wealth’s McDonald's MCD Stock Holding History

Price Wealth’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
Q3 		$27K Buy
122
+61
+100% +$12.5K 0.01% 167
2020
Q2 		$11K Buy
61
+49
+408% +$8.98K ﹤0.01% 166
2020
Q1 		$2K Buy
12
+5
+71% +$985 ﹤0.01% 249
2019
Q4 		$1K Buy
+7
New +$1.39K ﹤0.01% 333
2018
Q3 		– Sell
-187
Closed -$29K – 328
2018
Q2 		$29K Buy
187
+122
+188% +$19.8K 0.01% 158
2018
Q1 		$10K Sell
65
-65
-50% -$10.7K 0.01% 164
2017
Q4 		$22K Buy
+130
New +$21.8K 0.01% 108

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Price Wealth's MCD Position: Q3 2020 in Review

Price Wealth increased its McDonald's (MCD) stake by 100% in Q3 2020, buying an estimated $12.5K and bringing the position to 122 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #167.

Price Wealth first reported a position in MCD in Q4 2017 and has held it in 7 quarters since. The position peaked at $29K in Q2 2018. 2,278 funds tracked by Wall St. Rank hold MCD as of Q3 2020.

  • Price Wealth held 122 shares of McDonald's worth $27K as of Q3 2020.
  • Price Wealth bought 61 McDonald's shares in Q3 2020, an estimated $12.5K.
  • McDonald's made up 0.01% of Price Wealth's portfolio in Q3 2020, its #167 holding.
  • Price Wealth first reported a position in McDonald's in Q4 2017 and has held it in 7 quarters since.
  • Price Wealth's McDonald's position peaked at $29K in Q2 2018.
  • 2,278 funds tracked by Wall St. Rank held McDonald's as of Q3 2020.

Based on Price Wealth's 13F filing for Q3 2020, filed 22 Oct 2020.