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Rainier Group Investment Advisory’s McDonald's MCD Stock Holding History

Rainier Group Investment Advisory’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 		$385K Buy
1,753
+379
+28% +$77.8K 0.15% 39
2020
Q2 		$254K Buy
+1,374
New +$252K 0.11% 46
2020
Q1 		– Sell
-1,205
Closed -$238K – 32
2019
Q4 		$238K Buy
1,205
+28
+2% +$5.55K 0.1% 39
2019
Q3 		$253K Sell
1,177
-47
-4% -$10.1K 0.11% 36
2019
Q2 		$254K Buy
+1,224
New +$242K 0.11% 35

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

Rainier Group Investment Advisory's MCD Position: Q3 2020 in Review

Rainier Group Investment Advisory increased its McDonald's (MCD) stake by 28% in Q3 2020, buying an estimated $77.8K and bringing the position to 1,753 shares worth $385K. The position accounts for 0.15% of the portfolio, ranked #39.

Rainier Group Investment Advisory first reported a position in MCD in Q2 2019 and has held it in 5 quarters since. 2,278 funds tracked by Wall St. Rank hold MCD as of Q3 2020.

  • Rainier Group Investment Advisory held 1,753 shares of McDonald's worth $385K as of Q3 2020.
  • Rainier Group Investment Advisory bought 379 McDonald's shares in Q3 2020, an estimated $77.8K.
  • McDonald's made up 0.15% of Rainier Group Investment Advisory's portfolio in Q3 2020, its #39 holding.
  • Rainier Group Investment Advisory first reported a position in McDonald's in Q2 2019 and has held it in 5 quarters since.
  • 2,278 funds tracked by Wall St. Rank held McDonald's as of Q3 2020.

Based on Rainier Group Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.