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Private Wealth Advisors (Pennsylvania)’s McDonald's MCD Stock Holding History

Private Wealth Advisors (Pennsylvania)’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 		$2.49M Sell
11,624
-1,358
-10% -$295K 1.42% 20
2020
Q3 		$2.85M Sell
12,982
-172
-1% -$35.3K 1.82% 15
2020
Q2 		$2.43M Sell
13,154
-24
-0.2% -$4.4K 1.66% 16
2020
Q1 		$2.41M Sell
13,178
-409
-3% -$80.6K 1.83% 15
2019
Q4 		$2.86M Sell
13,587
-1,596
-11% -$317K 1.52% 19
2019
Q3 		$3.26M Sell
15,183
-6,469
-30% -$1.39M 1.66% 18
2019
Q2 		$4.5M Sell
21,652
-123
-0.6% -$24.4K 1.59% 18
2019
Q1 		$4.13M Buy
21,775
+82
+0.4% +$14.9K 1.55% 19
2018
Q4 		$3.85M Sell
21,693
-528
-2% -$93.6K 1.67% 17
2018
Q3 		$3.72M Sell
22,221
-23
-0.1% -$3.69K 1.37% 22
2018
Q2 		$3.48M Buy
22,244
+353
+2% +$57.2K 1.39% 23
2018
Q1 		$3.42M Sell
21,891
-408
-2% -$67.1K 1.37% 22
2017
Q4 		$3.84M Sell
22,299
-243
-1% -$40.8K 1.49% 19
2017
Q3 		$3.53M Sell
22,542
-281
-1% -$44K 1.45% 19
2017
Q2 		$3.5M Sell
22,823
-792
-3% -$114K 1.5% 20
2017
Q1 		$3.06M Sell
23,615
-866
-4% -$109K 1.37% 21
2016
Q4 		$2.98M Sell
24,481
-631
-3% -$74K 1.38% 21
2016
Q3 		$2.9M Sell
25,112
-24
-0.1% -$2.84K 1.38% 21
2016
Q2 		$3.02M Sell
25,136
-417
-2% -$52.2K 1.48% 21
2016
Q1 		$3.21M Sell
25,553
-79
-0.3% -$9.44K 1.71% 17
2015
Q4 		$3.03M Sell
25,632
-1,166
-4% -$130K 1.7% 17
2015
Q3 		$2.64M Sell
26,798
-1,029
-4% -$100K 1.32% 19
2015
Q2 		$2.65M Sell
27,827
-51
-0.2% -$4.93K 1.2% 25
2015
Q1 		$2.72M Sell
27,878
-616
-2% -$58.4K 1.27% 26
2014
Q4 		$2.67M Buy
28,494
+7,024
+33% +$658K 1.29% 26
2014
Q3 		$2.04M Buy
21,470
+97
+0.5% +$9.25K 1.07% 32
2014
Q2 		$2.15M Buy
21,373
+107
+0.5% +$10.8K 1.1% 32
2014
Q1 		$2.08M Sell
21,266
-13
-0.1% -$1.24K 1.13% 30
2013
Q4 		$2.06M Buy
21,279
+957
+5% +$92K 1.13% 29
2013
Q3 		$1.96M Buy
20,322
+482
+2% +$47.1K 1.15% 30
2013
Q2 		$1.96M Buy
+19,840
New +$1.99M 1.22% 26

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Private Wealth Advisors (Pennsylvania)'s MCD Position: Q4 2020 in Review

Private Wealth Advisors (Pennsylvania) reduced its McDonald's (MCD) stake by 10% in Q4 2020, selling an estimated $295K and leaving 11,624 shares worth $2.49M. The position accounts for 1.42% of the portfolio, ranked #20.

Private Wealth Advisors (Pennsylvania) first reported a position in MCD in Q2 2013 and has held it in 31 quarters since. The position peaked at $4.5M in Q2 2019. 2,462 funds tracked by Wall St. Rank hold MCD as of Q4 2020.

  • Private Wealth Advisors (Pennsylvania) held 11,624 shares of McDonald's worth $2.49M as of Q4 2020.
  • Private Wealth Advisors (Pennsylvania) sold 1,358 McDonald's shares in Q4 2020, an estimated $295K.
  • McDonald's made up 1.42% of Private Wealth Advisors (Pennsylvania)'s portfolio in Q4 2020, its #20 holding.
  • Private Wealth Advisors (Pennsylvania) first reported a position in McDonald's in Q2 2013 and has held it in 31 quarters since.
  • Private Wealth Advisors (Pennsylvania)'s McDonald's position peaked at $4.5M in Q2 2019.
  • 2,462 funds tracked by Wall St. Rank held McDonald's as of Q4 2020.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.