Quantum Capital Management (California)’s McDonald's MCD Stock Holding History

Quantum Capital Management (California)’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	$35K	Hold	162	–	–	0.04%	174
2020 Q2	$30K	Hold	162	–	–	0.02%	245
2020 Q1	$27K	Hold	162	–	–	0.02%	253
2019 Q4	$32K	Hold	162	–	–	0.02%	266
2019 Q3	$35K	Buy	+162	New	+$34.7K	0.02%	280
2014 Q4	–	Sell	-4,311	Closed	-$409K	–	184
2014 Q3	$409K	Sell	4,311 -869	-17%	-$82.9K	0.08%	134
2014 Q2	$522K	Sell	5,180 -1,313	-20%	-$133K	0.09%	133
2014 Q1	$637K	Sell	6,493 -1,375	-17%	-$131K	0.1%	124
2013 Q4	$763K	Buy	7,868 +344	+5%	+$33.1K	0.13%	117
2013 Q3	$724K	Sell	7,524 -203	-3%	-$19.8K	0.14%	117
2013 Q2	$765K	Buy	+7,727	New	+$774K	0.16%	108

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Quantum Capital Management (California)'s MCD Position: Q3 2020 in Review

Quantum Capital Management (California) held its McDonald's (MCD) position steady in Q3 2020 at 162 shares worth $35K. The position accounts for 0.04% of the portfolio, ranked #174.

Quantum Capital Management (California) first reported a position in MCD in Q2 2013 and has held it in 11 quarters since. The position peaked at $765K in Q2 2013. 2,278 funds tracked by Wall St. Rank hold MCD as of Q3 2020.

Quantum Capital Management (California) held 162 shares of McDonald's worth $35K as of Q3 2020.
Quantum Capital Management (California) left its McDonald's share count unchanged in Q3 2020.
McDonald's made up 0.04% of Quantum Capital Management (California)'s portfolio in Q3 2020, its #174 holding.
Quantum Capital Management (California) first reported a position in McDonald's in Q2 2013 and has held it in 11 quarters since.
Quantum Capital Management (California)'s McDonald's position peaked at $765K in Q2 2013.
2,278 funds tracked by Wall St. Rank held McDonald's as of Q3 2020.

Based on Quantum Capital Management (California)'s 13F filing for Q3 2020, filed 16 Nov 2020.