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Private Vista’s McDonald's MCD Stock Holding History

Private Vista’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
Q2 		$1.3M Sell
7,030
-285
-4% -$52.3K 0.63% 34
2020
Q1 		$1.21M Sell
7,315
-142
-2% -$28K 0.46% 39
2019
Q4 		$1.48M Buy
7,457
+791
+12% +$157K 0.4% 32
2019
Q3 		$1.43M Buy
6,666
+195
+3% +$41.8K 0.38% 34
2019
Q2 		$1.34M Sell
6,471
-216
-3% -$42.8K 0.34% 42
2019
Q1 		$1.27M Sell
6,687
-1,806
-21% -$328K 0.31% 43
2018
Q4 		$1.51M Sell
8,493
-3,342
-28% -$593K 0.35% 40
2018
Q3 		$1.98M Sell
11,835
-32
-0.3% -$5.13K 0.41% 36
2018
Q2 		$1.86M Sell
11,867
-81
-0.7% -$13.1K 0.43% 33
2018
Q1 		$1.87M Buy
11,948
+6,020
+102% +$990K 0.55% 23
2017
Q4 		$1.02M Sell
5,928
-5,903
-50% -$991K 0.31% 30
2017
Q3 		$1.85M Buy
11,831
+3,109
+36% +$487K 0.41% 33
2017
Q2 		$1.34M Buy
8,722
+38
+0.4% +$5.49K 0.32% 29
2017
Q1 		$1.17M Buy
8,684
+4,792
+123% +$601K 0.29% 31
2016
Q4 		$485K Sell
3,892
-4,192
-52% -$492K 0.14% 37
2016
Q3 		$906K Buy
8,084
+4,121
+104% +$488K 0.23% 37
2016
Q2 		$481K Hold
3,963
– – 0.16% 31
2016
Q1 		$509K Buy
3,963
+71
+2% +$8.48K 0.18% 23
2015
Q4 		$450K Buy
+3,892
New +$435K 0.2% 24

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Private Vista's MCD Position: Q2 2020 in Review

Private Vista reduced its McDonald's (MCD) stake by 3.9% in Q2 2020, selling an estimated $52.3K and leaving 7,030 shares worth $1.3M. The position accounts for 0.63% of the portfolio, ranked #34.

Private Vista first reported a position in MCD in Q4 2015 and has held it in 19 quarters since. The position peaked at $1.98M in Q3 2018. 2,213 funds tracked by Wall St. Rank hold MCD as of Q2 2020.

  • Private Vista held 7,030 shares of McDonald's worth $1.3M as of Q2 2020.
  • Private Vista sold 285 McDonald's shares in Q2 2020, an estimated $52.3K.
  • McDonald's made up 0.63% of Private Vista's portfolio in Q2 2020, its #34 holding.
  • Private Vista first reported a position in McDonald's in Q4 2015 and has held it in 19 quarters since.
  • Private Vista's McDonald's position peaked at $1.98M in Q3 2018.
  • 2,213 funds tracked by Wall St. Rank held McDonald's as of Q2 2020.

Based on Private Vista's 13F filing for Q2 2020, filed 31 Jul 2020.